Corporate Retirement Plan Development Services | SWBC

Corporate Retirement Plan Development

Offering a competitive retirement plan can help you recruit and retain top employees. However, you must ensure that your company's retirement plan meets your employees' needs while still meeting your business goals and legal and compliance requirements.

No matter their ages, your employees need help preparing for retirement. With the average Social Security monthly benefit paying only $1,369*, supplemental savings are crucial to employees’ future financial health. To help your employees fund a worry-free retirement, work with SWBC to create retirement plans that benefit them and your business.

Establish a Corporate Retirement Plan that DeliversAdvantages to Your Employees and Your Business

How Your Employees Benefit

  • Saving for retirement through employer-sponsored plans is easy and simple, with automatic enrollment, payroll deductions, and guidance along the way.
  • Employee contributions may reduce their taxable income.
  • Your employees retain ownership of their contributions and vested employer contributions.

How Your Business Benefits

  • You decide on the type of plan(s) to offer, how much you’ll contribute, and plan details.
  • Employer contributions are tax deductible, and you may receive tax incentives for setting up the plan.
  • Retirement benefits serve as a powerful tool in employee recruiting and retention.

When you take care of your employees, they return the favor by displaying loyalty and commitment to your business. A company-sponsored retirement plan shows employees you care about their future and provides a benefit that helps you compete for quality employees.

Expert Guidance to Design the Right Corporate Retirement Plan

Plan Development

Since SWBC works with all major retirement plan providers, your advisor will help you develop a plan that fits your company’s and your employees’ needs.

Guidance and Advice

Your advisor will help you minimize fees, maximize value, and select investments that fit your program goals.

Fiduciary and Compliance Assistance

Your SWBC advisor specializes in corporate retirement plans and their specific rules and regulations. You can rely on your advisor to keep you compliant and informed of your responsibilities.

Consistent and Ongoing Reviews

Your advisor will review your plan and progress quarterly, making recommendations and adjustments as needed, to align your plan’s performance with your program goals.

All investing involves risk, including the loss of principal.

When you choose SWBC, our advisors will help you tailor a plan with a major retirement plan provider, guide you through necessary regulations, and review and adjust your offerings as needed, so you meet the needs of both your company and your employees. Contact us today to get started!

Related Services

Opinions are those of SWBC and are not to be viewed as investment recommendations or a guarantee of future investment results.


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