Employer Sponsored Retirement Plans

Providing your employees with a robust retirement plan is a critical component of a comprehensive benefits package. At Clear Financial Strategies, we specialize in designing and managing employer-sponsored retirement plans that align with your business objectives while offering valuable benefits to your employees. Our fiduciary commitment ensures that we always act in the best interests of your company and your workforce, delivering transparent and unbiased guidance to support a secure financial future for all.

Empowering Your Workforce with Secure Retirement Solutions

With our expertise in retirement planning, you can offer your employees a pathway to financial security and peace of mind. We provide customized plan design, proactive investment management, and comprehensive employee education to ensure your retirement plan is both effective and appreciated.

Customized Plan Design

Creating an effective employer-sponsored retirement plan starts with understanding the specific needs of your business and employees. We work closely with you to design a retirement plan that meets your company's objectives while providing valuable benefits to your employees. Our customized approach ensures that the plan is tailored to your workforce, promoting employee satisfaction and retention.

Investment Management

We function as a Fiduciary 3(21) co-fiduciary, collaborating with plan sponsors to provide investment recommendations and jointly shoulder fiduciary obligations. Alternatively, we are pleased to serve as a Fiduciary 3(38) full fiduciary, exercising discretion to optimize the investment menu for peak performance and reducing plan management time for your executive staff.

Employee Education and Support

We believe that a successful retirement plan requires informed and engaged participants. Our comprehensive employee education programs provide the knowledge and tools your employees need to make informed decisions about their retirement savings. From workshops and seminars to personalized consultations, we offer ongoing support to help your employees maximize their retirement benefits.

Compliance and Fiduciary Oversight

Navigating the regulatory landscape of employer-sponsored retirement plans can be complex. Our team ensures your plan complies with all legal requirements while reducing the risk to business owners' and trustees' personal assets. As fiduciaries, we provide transparent and unbiased advice to protect your interests.

See our complimentary guide below.

Ready to Enhance Your Employee Benefits?

Invest in your employees’ future with a well-designed employer-sponsored retirement plan from Clear Financial Strategies. Our fiduciary advisors are here to provide expert guidance and support, ensuring your plan meets both your business goals and the needs of your workforce. Contact us today to schedule a consultation and learn how we can help you create a retirement plan that benefits everyone.

(844) 372-5900

90 Fort Wade Rd
#100
Ponte Vedra, FL 32081

Monday-Friday,
9:00am to 5:00pm

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Clear Financial Strategies, LLC are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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