Corporate Retirement Planning



Our corporate clients are typically small to mid-size companies with fewer than 50 employees. In addition to serving the financial needs of the business owner, we provide on-site educational services to 401(k) plan participants.  

We're driven to help business owners and their employees achieve their retirement goals and help deliver the very best company-sponsored retirement plan. We pay particular attention to plan costs, investment diversification, and participant education. You can rely on Generations Wealth Management to:

  • Design a retirement plan that aims to optimize tax benefits and improves overall plan health
  • Establish a plan to help minimize fiduciary liability
  • Offer diverse, cost-effective investment options that fit your plan's objectives
  • Tailor participant education and advice programs for your workforce
  • Use customized reporting to measure plan effectiveness and illustrate periodic comparative fee/performance benchmarking
  • Serve as a valuable resource for your benefits team and employees