Retirement Plans

Our financial professionals have extensive experience. We specialize in mitigating risk for your executive team by educating you on your options, while aligning and managing the components that fit the overall strategy that we have developed based on your answers to a number of questions about your situation.

What sets us apart from everyone else, is the fact that our actions match our words. We firmly believe that every employee at your company should have easy-access to 1:1 guidance from a team that has their best interest at heart.

Your employees are completely capable of reaching their retirement income potential, We would like to help them reach that potential through personal education and advice from the right education and advice from an Advisor that they know has their back, and can trust.

We work with many types of plans:

  • 401(k) / Profit Sharing
  • 403(b)
  • 401(a)
  • 457
  • Non Profit
  • DB / Cash Balance
  • Non-Qualified
  • Deferred Compensation

 

The Process

 

 

Due Diligence

Aegis provides a comprehensive due diligence process that touches all the bases resulting in delivering the greatest value and increased efficiency of your retirement plan. Your time and energy are best spent managing all aspects of your core business. As your advisor we are committed to helping you manage the details that dictate the success of your retirement program and your employees’ financial security, while providing a maximum degree of insulation from the fiduciary exposure you have as a plan sponsor.


Aegis Retirement Group is a member of Retirement Plan Advisory Group™ (RPAG™). The consulting services described reflect services that we will provide to your company as a result of our membership with RPAG. This includes, but is not limited to, investment due diligence, RFP and fee benchmarking, plan design and fiduciary review and communication services.

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Wealth Management Strategies

Investment success requires a long-term outlook, the discipline needed to stay the course when markets fluctuate, and a detailed understanding of how financial markets work. These are principals that guide us here at Aegis Retirement Group. We will work with you personally to build tailored portfolios to your needs, and help your household meet specific objectives based upon your goals, time horizon, and risk tolerance.

Account Types

  • Individual
  • Joint
  • Trust
  • Estate
  • IRA (Rollover, SEP, Roth, etc.)
  • Profit Sharing Plans
  • Social Security Benefit Maximization
  • Money Purchase Pension Plans
  • Defined Benefit Plans
  • 401(k)s
  • Corporations
  • Partnerships
  • Custodial/Guardian
  • 529 College Savings
  • Endowments
  • Foundations
  • Charitable Trusts
  • Donor Advised Funds
  • Many Others

Full Service Insurance

We’re provider agnostic, so our health insurance agents and advisors provide you with unbiased guidance for your employee benefits plans. These products can easily look the same so how are we different? It’s comes down to how we put them together to change your results. We use our experience and creativity to recommend the right mix of products and insurance companies to meet your goals.

  • Dental, Vision, and Medical Insurance
  • Long-term, Short-term and Key Employee Disability Insurance
  • Life Insurance
  • Long Term Care
  • Critical Illness
  • HSA, HRA and FSA Programs
  • Individual Voluntary and Supplemental Insurance
  • Employee Wellness

Our professionals will work with you to help you understand how group insurance benefits impact your bottom line, and we will work diligently to reduce costs while still providing an attractive package. We act as a one-call resource for health plan questions your people might have, and we take care of all the compliance and administrative details so you don’t have to.

Executive Benefits

Discretionary executive benefits can be used strategically to help employers retain and reward key employees, recruit top-notch talent, and provide additional compensation to selected employees. As all employee benefits plans are governed by strict and complicated IRS regulations, executive benefit plans often have additional tax implications and other considerations. Aegis Retirement Group is dedicated to providing professional guidance when designing a comprehensive executive benefit package.

We help our executive clients with:

  • Business Succession Planning / Buy-Sell Agreements
  • Key Man Insurance
  • 401(k) Excess Plans
  • Estate Liquidity Planning
  • Retirement Distribution Counseling