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Qualified Retirement Plans

401k, Profit-Sharing, and Pension Plans

Plan Consulting

As small business owners, just like you, we understand that taxes and employee retention are critical factors in your business and personal financial success. Having the right qualified retirement plan (i.e., 401k, Profit Sharing, SEP, etc.) in place for your business can significantly help with both of these factors. You have undoubtedly found that learning about and choosing between the different kinds of qualified and non-qualified plans and the myriad providers is a time-consuming and challenging process. When every company uses different terminology, and many companies are burying hidden fees inside the plan and investments, it can be difficult to decipher through all the noise.

The fact that you have a fiduciary duty to your employees as a plan sponsor makes it all the more critical to get this right (you can’t afford not to). When you partner with Thayer Financial, you get a completely transparent and fiduciary process for determining your company’s best corporate retirement plan. After determining your needs and requirements, for a flat fee, I will put together a thorough and unbiased analysis of the different options available to you and provide proposals from leading providers, the costs of implementing them, and my recommendations.

You are free to implement these recommendations on your own or acquire support through another advisor as well.

Price: Starting at $1,000

Retirement Plan Advisory Services

If you want me to implement the plan for your company, I charge a tiered advisory fee based on plan assets. This fee pays for ongoing employee education, plan support, and benchmarking, to name a few of the services.

We use a four-step Fiduciary Quality Management System to ensure that your plan is always doing the right thing.


$0 – $1,000,0000.50%
$1,000,001 – $2,000,0000.35%
$2,000,000 and Up0.25%

At Thayer Financial, we assist clients with qualified retirement plans (401k, profit-sharing plans, and pensions) nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.

Contact Us


Thayer Financial
439 4th Street SW
Hickory, NC 28602

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