As a business owner, the day-to-day operation of your company is your primary focus. However, on an annual basis, you may find yourself faced with making decisions about your firm's benefits package. Our advisors hold the designation of Accredited Investment Fiduciary^® (AIF^®) to assist you with implementing proper fiduciary practices, policies and procedures. With our in-depth, sophisticated asset management process, let D.B. Root & Company help you:

• Establish a qualified retirement plan -- 401(k), SIMPLE IRA, SEP-IRA, or 403(b) -- profit-sharing, or defined benefit plan for your company which provides for fiduciary responsibility, transparency and assistance with investor education.
• Set-up a tax-advantaged 529 college savings plan for you and your employees. Your business incurs no administrative burden, no set-up cost, and there are no up-front or back-end sales charges. A single participant is the minimum requirement.
• Consider non-qualified options for your company, such as deferred compensation, buy-sell agreement funding, key-man insurance, etc.

It's a win/win situation!

• Your employees benefit because they learn what it takes to prepare for a financially secure future. As a result, they may be able to experience less stress and increased confidence in making informed decisions about their goals and objectives.
• As a small business owner, you benefit by having employees feel confident in making informed investment decisions and addressing concerns they may face about saving for their retirement or children's college education. This, in turn, increases productivity by allowing employees to focus more on work-related activities.

For more information on D.B. Root's various corporate sponsored plans, contact us today!