Retirement & Benefits Plans

Benefits are an increasingly important part of any compensation plan. Employers who forgo them put a self-imposed limit on the type and caliber of employee they can attract. At Retirement Pathways, we can walk you through options, consider your cash flow needs and work with your CPA for tax implications to help you create a package that best fits the needs of your business.

Retirement Pathways will evaluate your current plan with you to help you make the most impact with your dollars. Whether you offer a defined contribution or 401k plan, Profit Sharing Plan, Defined Benefits, SEP plans or another plan, Retirement Pathways can explain to you the relative advantages of each, as well as guide you toward reduced fiduciary liability.

Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.