We understand the challenges that small and medium-sized businesses face in retaining top talent and wishing to offer professional benefits all while keeping costs down.

At Shrier Wealth Management, we will work with you to choose the appropriate retirement savings plan for your company, assist in setting it up, and help you select appropriate investment options to offer to your employees.

For company 401(k) plans and Profit Sharing Plans, we partner with a variety of specialized retirement custodians to ensure that employees’ statements, compliance and your fiduciary obligations are fulfilled.

Whether you wish to offer a savings match or profit sharing to key employees, we have the expertise to help guide you through the process and simplify your life.