competitive, easy to use, retirement plan is crucial to your ability to
attract and retain employees. Along with our strategic partners, our
Ziegler financial advisors bring their expertise and exceptional
service to your company and your employees through a complete offering
of employer-sponsored plans.
Your financial advisor will help you
determine which plan is right for you, or help you determine if it
makes sense to make a change if you already have a plan in place. Which
ever plan you choose, you and your employees will receive the following
plans bring a tremendous responsibility when it comes to today’s
regulatory and legislative requirements. Our package of services
provides built-in compliance features to alleviate these burdens as
much as possible.
Compliance is an integral part of our services
and is evident throughout all functional disciplines, programs and
documentation. Compliance experts are available to answer technical
questions regarding ERISA, IRS and DOL requirements. They can also
assist with plan corrections, analysis and assistance. Legal and
regulatory changes and updates affecting retirement plans are routinely
communicated using a variety of convenient avenues including
teleconferences and newsletters.
payroll is more than just investing ongoing contributions. Recognizing
the downstream data needs in the administration of a qualified plan is
at the core of our procedures and allows integration of required
compliance testing into the payroll process. By leveraging a client’s
existing environment, our experts are able to develop a step-by-step
process to simplify data submission.
Ziegler, and in conjunction with our strategic partners, we offer any
of the following plans. Consult with your Ziegler financial advisor to
determine which is best for your organization.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services offered through B.C. Ziegler and Company Member FINRA and SIPC.