Workplace Solutions
Workplace Solutions
Whether it's employer paid or payroll deduction, we will customize a plan that fits the need of your company and your employees

PLAN TO RETIRE
Our team will help your business develop and manage sound retirement programs. A 401(k) plan, or any qualified plan, can be a complicated employee benefit program to offer. Regulations are constantly changing, and so are your plan's needs. We meet with you on a regular basis to make sure your plan is running efficiently and effectively so you can focus on what really matters: running a successful business.
We offer full-package retirement plan management and administration. At CorpFinancial, we understand the many challenges of running a successful retirement plan program in today's business environment. Let us help you provide the best retirement program for you and your employees.
Investments

- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stable Value Funds
- Money Markets
- Individual Securities
- Managed Accounts
- Guaranteed Options
Administration

- Plan Design Consulting
- 5500 Filing
- Actuarial Calculations
Types of Plans

- 401(k)
- 457(b)
- Profit Sharing
- Money Purchase
- Defined Benefit - Pension
- Defined Benefit - Cash Balance
- Non-qualified
- Executive Compensation
Platform

- Open Architecture
- Trust
- Group Annuity