RETIREMENT PLANS

The retirement plan you offer has long-term implications on your company’s most important asset – your people.

But identifying a partner to help you design and manage the plan is just the start. You also want a resource that can educate your employees so they maximize the benefit.

Infinitas offers comprehensive retirement plan services. Our team starts by understanding your goals and then helps you select, implement and manage the right plan for your business. But we don’t stop there. We also educate your employees so they feel confident about their investment decisions.

Our dedicated retirement team has a 98% client retention rate since inception. Whether you offer 401(k) or 403(b) plans, profit sharing, defined contribution or non-qualified plans, here are a few reasons why we believe businesses partner with – and stay with – Infinitas.

WHY US

We’re independent

We have access to a variety of plans, which gives you nearly unlimited options, plus the confidence that our advice is objective and truly tailored to the needs of your business.

We’re credentialed

Our experienced team maintains certifications that reflect our in-depth knowledge of retirement plan administration, asset management, participant education, regulations and disclosures.

We’re specialists

With knowledge in industries such as manufacturing, education, healthcare, retail, banking and law, we’re confident our experience has prepared us to navigate your industry nuances to mitigate any learning curve.

We’re compliant

The laws that govern retirement plans are complex and always changing. We constantly monitor your plan to help make sure you meet key dates and the latest regulations.

We’re a resource

Our services go beyond helping you pick and manage the right plan. We help your employees understand their options and establish an investment strategy to help keep them on track for retirement.