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Company Retirement Plans

4Wealth® Advisors, Inc. — Company Retirement Plans

We provide a full range of advisory services for 401(k) and pension plans. Our advisors help you consider all factors when structuring a plan — investment objectives, risk and return characteristics as well as the performance of each investment option offered by your pension plan. We also help you to evaluate how fees and expenses will impact your investment returns and retirement income.

We help small businesses and self-employed individuals evaluate whether a 401(k) plan is more beneficial and cost-effective than other options. Once considered a retirement tool for larger companies, the Economic Growth and Tax Relief Act of 2001 made 401(k) plans more beneficial to the self-employed than in earlier years. The two key changes enacted relate to the increase of the allowable "Employer" deductible contribution and the "Individual" IRC-415 contribution limit.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

How we help businesses & individuals...

 

 Our Specialties

Athletic Clubs

Our skilled professionals have years of experience providing accounting services to gyms and fitness clubs, so we are intimately familiar with your day-to-day operations and accounting and tax requirements. We want to help you...

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Trucking & Transportation

We are experienced in providing businesses in the transportation and trucking industry with the financial advice and quality accounting services required to reach their goals. Our professional team has...

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Psychiatrists

Our firm is committed to helping you achieve financial success within your psychiatric practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to health and wellness practitioners. Our trained staff understands...

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