Retirement Plans

Retirement Plans for small-mid business's and medical and dental practices

We specialize in advising workplace retirement plans, including 401(k), profit sharing, cash balance and defined benefit plans.

For example, a 50 year old can put as much as $180,000 away in a combination cash balance and 401(k) plan in 2013.

This plan design is most beneficial to employers who have a small, steady group of older, highly paid employees whom they wish to favor and a younger general work force.

Stafford Wells is committed to the success of plan sponsors and to their employees. We are contractually obligated in writing to each client as a fiduciary as defined in ERISA. We best serve clients in an array of industries, but primarily medical and dental.

Our mission is to assist you and your participants in achieving their retirement financial goals. Unlike a broker or insurance company, we are a Registered Investment Advisor which means we are a fiduciary on your retirement plan and will assist you in fulfilling your fiduciary duties.

We oversee and provide comprehensive services to get your plan in place and oversee its success. This includes:

  • Plan Design
  • Plan Investment Services
  • Vendor Management
  • Fiduciary Status
  • Participant Education Services