Retirement Plans

Did you know that nearly 48% of small businesses in the U.S. don’t offer retirement plans? If you don’t offer one, remember that retirement plans are a powerful way to attract and retain top talent while providing your employees with a secure financial future.

However, selecting the right plan for your business can feel daunting given the variety of options and complex regulations. This is where Lewis Group can help. We’ll assess your business’s unique needs, help you navigate tax benefits, and ensure compliance with federal regulations.

Once a plan is chosen, we’ll guide you through the setup process, from establishing the plan with the appropriate providers to filing required documentation with the IRS. We’ll ensure all contributions are managed properly and in compliance with legal guidelines, reducing your risk of costly penalties. And we’ll provide ongoing support, such as conducting plan audits and helping you adjust as your business grows.

Offering a retirement plan isn’t just a smart financial move—it’s important for your company culture. Studies show that businesses with retirement plans report higher employee satisfaction and retention rates. By working with Lewis Group, you’re not just meeting a legal requirement or ticking a box; you’re investing in your employees and your business’s future. And in today’s competitive job market, that’s an advantage you can’t afford to overlook.