Retirement Plans

Understandably, your company's sponsored retirement plan might not be at the forefront of your thoughts every day. It's a realm fraught with complexities, legalities, and responsibilities that don't necessarily top your list of expertise. Crafting and managing a corporate retirement plan is a highly specialized field within financial planning, with less than 1% of advisors in the U.S. focusing on this intricate area. Amidst the maze of government regulations, employer liabilities, and intricate plan designs, the Aperture team stands out. We thrive in this domain, dedicating ourselves solely to the task for a considerable duration.

Moreover, our expertise extends to serving Private Equity and M&A clients, catering to their distinct requirements with finesse. We comprehend the intricacies of this sector, including the dynamics of portfolio companies and management teams. Armed with both knowledge and innovation, we develop tailored plans that align with financial objectives, ensuring efficient retirement solutions that enhance overall value. We possess the acumen and creativity needed to navigate this terrain successfully.

In this complex arena, we're fluent in the language of regulatory bodies such as the DOL, IRS, and ERISA, ensuring compliance to keep your interests safeguarded. Our aim is to optimize your plan, delivering optimal outcomes for both you and your participants. What's your vision for retirement? Could it encompass options such as a 401(k), 403(b), Profit Sharing, Cash Balance, Pension, Simple IRA, SEP IRA, Executive Bonus, or Retention Plan? Whether your existing plan requires fine-tuning or you seek a new, better-suited plan for your company and employees, we stand ready to assist.