Employer Retirement Plans

Offering thoughtful plan strategies to small business owners.

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We manage hundreds of retirement plans for companies in many different industries, including not-for-profit organizations, trusts, and for-profit companies. We also provide extensive services to municipal/county/state public employers and their employees.

We’re happy to develop a proposal, provide a second opinion, or provide guidance how to design a new plan that fits your needs.

Our services include the following and more.

  • Evaluation of your needs
  • Assessment of your risk exposure and plan costs
  • Recommendations by investment performance and participant contribution/participation rates
  • Analysis of your plan options, goals, strategies, and vendors
  • Implementation, enrollment, on-site/remote presence support
  • Plan lifetime management, benchmarking, and improvement
  • Direct support as an extension of your HR, finance, and other staff
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Disclosures

The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
We are registered to sell securities in the following states:*
Alabama, Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, New York, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington.
We are licensed to sell Insurance products in the following states:*
Alabama, Colorado, Florida, Georgia, Idaho, Illinois, Kentucky, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
* State securities registration and insurance licensing varies by affiliated advisor and representative.
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NextPhase™ is a retirement program offered exclusively through Advisor Group, which owns our broker-dealer, Royal Alliance Associates.
MyStages® is a consumer financial wellness program by Signature Financial Solutions, LLC.
Signature Financial Solutions, LLC
1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
Main Office: 813-287-8800  |  ask@sfsfirm.com
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