As a small business owner, it’s important to have the right retirement plan (i.e., 401k, Profit Sharing, SEP, etc.) in place for your business. Choosing between the different kinds of qualified and non-qualified plans and the myriad providers is time-consuming and difficult. Every company uses different terminology, and many companies bury hidden fees through the plan and investments.
This makes it all the more important because you have a fiduciary duty to your employees as a plan sponsor. 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.
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.
|$0 – $250,000||0.75%|
|$250,001 – $500,000||0.60%|
|$500,001 – $1,000,000||0.50%|
|$1,000,001 – $2,000,000||0.35%|
|$2,000,000 and Up||0.25%|
*This fee is negotiable
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.