Beyond Market Volatility: Designing for Agency Success
Market cycles will always exist. But your agency deserves more than generic retirement advice. We transform retirement planning from a check-the-box benefit into a powerful tool for attracting and retaining the talent that drives your creative success. For advertising agencies navigating a constantly evolving industry landscape, stability matters.
About Our
Retirement Planning
Our team of dedicated specialists manages millions in retirement assets for advertising agencies. This focus allows us to deliver the expertise of larger providers with the personalized attention only a boutique consultant can provide.
Retirement
Plan Types
The retirement landscape has evolved from employer-managed pensions to employee-directed savings. Today's "Defined Contribution" plans—where employees contribute their own money with potential employer matching—put creative professionals in control of their financial future while providing significant tax advantages.
Qualified Plans
Qualified retirement plans offer substantial tax benefits but must meet specific IRS criteria for nondiscrimination, disclosure, and participation. These include Traditional 401(k), Roth 401(k), Safe Harbor 401(k), and Profit Sharing Plans.
Non-Qualified Plans
For agency executives and top performers, non-qualified plans supplement traditional retirement offerings without the same contribution limits or testing requirements. Funded with after-tax dollars, these specialized arrangements include Salary Reduction Arrangements, Bonus Deferral Plans, and Supplemental Executive Retirement Plans.
Managing Your Retirement Program
Our approach combines powerful technology with human expertise, delivering the tools your team needs with the personalized support they deserve. From customized investment options to streamlined administration, we handle the complexities so you can focus on your creative work.
Loan Request Info
Get information on accessing funds while maintaining your long-term retirement strategy.
Rollovers
Agency talent moves differently than in other industries. Our specialized team guides your people through every step of the rollover process, ensuring seamless transfers that preserve their hard-earned savings regardless of career trajectory.
Distributions
When it's time to access retirement savings, complex regulations shouldn't stand in the way. We translate IRS-speak into straightforward guidance, helping your team navigate distribution options with confidence and clarity.
