Small Business Owner
As a small business owner, you want to have a retirement plan that will afford you the ability to save as much as possible for your retirement, while also rewarding your loyal employees. You want your plan to be low-cost and as easy to administer as possible. You might have questions like:
- Of the many types of plans available, which type is the best for my company?
- Is my existing plan, or the one I’m considering, appropriate for a company of my size?
- What will it cost? Or, if I have an existing plan, am I paying too much?
- What fund choices will be available in the plan?
- Who takes care of the recordkeeping and reporting?
- Who will I contact with questions? Are they local?
- What features are available within the plan?
- Is it easy for employees to transfer their account if they leave my company?
- Who is responsible for providing guidance and education to the employees? Is that person local?
A well-run retirement plan can be one of the most important parts of your future financial security and is an important benefit to your employees. We can help make sure that your plan is the right one for your company. We will provide education to your employees, make sure that it requires very little of your time, and is as low-cost as possible.
Located in Historic Cocoa Village, Rall Capital Management provides financial planning and investment management services for clients in Cocoa, Cocoa Beach, Merritt Island, Melbourne, Melbourne Beach, Rockledge, Satellite Beach, Indian Harbour Beach, Titusville, Indialantic, Cape Canaveral and the surrounding communities of Central Florida.