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Why offer a retirement plan?

Maximize Employer
Contributions

Reduce Taxes

Help Your Employees
Save For Retirement

Recruit, Retain
and Attract
Top Employee Talent

How do we support you?

Effective Plan Design

Streamlined Administrative Support

Effective Plan Design

Streamlined Administrative Support

Fiduciary Oversight

Retirement Readiness

Fiduciary Oversight

We empower decision-makers with knowledge and information to make informed decisions about:

Retirement Readiness

You control one of the most powerful retirement savings vehicles your employees will ever access. With each decision, you shape retirement outcomes.

How We Measure Plan Success

Participation Rates

Employees Receiving Full Employer Match

Average Deferral by Employee Group

Average Account Balance

Key observations

78% of business owners expect to use the value of their business to fund their retirement income needs (FPA/CNBC Business Owner Succession Planning Survey, 2019).

The typical business owners expect to use the proceeds of the sale of their business to fund between 60 and 100% of their retirement needs (FPA/CNBC Business Owner Succession Planning Survey, 2019).

Only, 30% of business owners have a formal succession plan (FPA/CNBC Business Owner Succession Planning Survey, 2019).

Only 36% of businesses offer Non-retirement financial planning advice to their employees (SHRM, 2019.)

Gamma Wealth Management offers