Retirement Plans

Blue Anchor
Wealth Management

Retirement Plans

As part of our full service commitment to our customers, representatives of Aegis Capital Corp. are proud to offer our clients a full range of Corporate Retirement Plan Solutions. We, along with our retirement plan specialists, can create a new complete end-to-end solution or integrate targeted solutions into your existing plan. We will also help ensure that every aspect of your plan is covered, from record keeping and administration to plan design and documentation.

Our retirement plan services carry the same commitment to independence and transparency that is found throughout our firm. Our fees are fully disclosed so you can be confident that there are no hidden surprises. Once your plan is established, our work doesn’t end there. In addition, our plan partners are committed to ensuring that you remain compliant from a record keeping standpoint and will always be available to work with you, your payroll team and your finance managers.

We offer every type of retirement plan that your company may need, however if you are new to the retirement planning process, we can help determine which plans are the right fit for your company. Some popular retirement plan solutions include:

Full Service Defined Contribution Plans
We offer 401(k), 403(b) and 457 plan solutions

Defined Benefit Pension Plans
Leveraging our in-depth industry expertise, we help you develop and maintain competitive pension plans. We utilize a team of pension actuarial consultants who can review your plan to help ensure that it meets required actuarial and regulatory standards and determine whether current funding levels are adequate.

Employee Stock Ownership Plans (ESOPs)
An ESOP builds employee motivation by creating a strong ownership culture, while also producing the potential for significant corporate tax advantages. Through feasibility analysis, we can help determine if an ESOP is beneficial for you and provide guidance in setting up, implementing and maintaining your plan.

Profit Sharing Plans
A profit sharing plan serves as a powerful incentive for attracting and retaining employees, delivering tax benefits to both employers and employees and giving employers contribution flexibility. We can assist you in assessing if a profit sharing plan would complement your existing plan and we can design a flexible plan to meet your firm’s unique circumstances.

Money Purchase Pension Plan
We can guide you through the process of setting up a money purchase plan that is highly competitive and builds employee satisfaction.

For more information on establishing a new corporate retirement plan or to have your current plan reviewed, please contact your Aegis Capital representative.