401(k) & Specialty Business Retirement Plans

FOSTER FINANCIAL SECURITY

Empower Your Employees’ Financial Futures

At Rockwood Stone Wealth Management, LLC, we specialize in 401(k) and specialty business retirement plans designed to help business owners and their employees build a secure financial future. As your fiduciary partner, we’re committed to supporting your business's success while fostering a professional culture that attracts and retains top talent.

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Guidance from Experts

Let our knowledgeable team at Rockwood Stone Wealth Management, LLC guide you to success. We expand upon the capabilities of your management team to ensure your retirement plan aligns with both business objectives and employee needs. Selecting and implementing the right retirement plan can significantly contribute to your goals of promoting a supportive work environment.

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Comprehensive 401(k) Plan Solutions

Whether you are searching for a new sponsor or need assistance reviewing your current plan, we provide thorough guidance tailored to your business. Our services include conducting vendor searches, monitoring plans, and offering quality support through independent investment consulting. With extensive experience in working with providers, we aim to maximize tax efficiency for your business and optimize benefits for your participants.

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Flexible Support for Evolving Businesses

As your business evolves, we offer flexible support where it’s needed most. We recognize the complexities of managing a business, staying abreast of regulations, and navigating the latest investment trends. Our role as an extension of your team allows you to focus on your core responsibilities, confident in the knowledge that your retirement plan is in expert hands.

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Specialty Business Retirement Plans

In addition to traditional 401(k) offerings, we provide specialty retirement plans tailored for various business sizes and structures, including Simple IRAs, SEP IRAs, and profit-sharing plans. These options allow you to choose the best solution that fits your specific needs.

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Information for Highly Compensated Business Owners and Key Employees

We understand that highly compensated business owners and key employees have unique retirement planning needs. Our team is equipped to provide specialized advice and strategies that address these distinct requirements, ensuring that all stakeholders can benefit from the retirement plans in place.

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