Broker Check

Employer sponsored retirement plans are designed based on the goals of the business owner.  They're available to sole proprietors or those with employees, and work for the benefit of all participants.

Here's where our conversation would start...

  • An evaluation of business models and business retirement plans available to your company, non-profit or public entity.
  • Consulting regarding the fiduciary obligations of offering an employer retirement plan and strategies to keep your organization in good standing with regulators, including introductions to independent third-party administrators if desired.
  • Setup and Management of your company retirement plan with record keeping services available.

Secure Act of 2022 Passed By Congress

On December 23, 2022, Congress passed the Consolidated Appropriations Act, 2023, which contains the SECURE 2.0 Act of 2022.  The Act includes a number of provisions related to retirement plans that: (1) expand participant coverage; (2) help participants preserve income; and (3) simplify plan rules and provide administrative procedures.  The summary found at the link below includes highlights from the Act.

Read the Summary
Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More
It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More

Available Business Retirement Plans

  • 401(k) Plans (with Roth, Safe Harbor, Match or Solo 401k)
  • SEP & Simple IRAs
  • 403(b) plans
  • 457 Deferred Compensation plans

We can provide a fully bundled plan or work with any third-party administrator. Our goal is to provide a simple, flexible and competitive solution.

Send us a quick email or call the office. We would welcome the opportunity to speak with you.

rolf.ellingsen@voyafa.com | 503-517-9363

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.