Retirement Planning

Whatever the size of your business, whatever your company objectives—JJ Burns can help you design and manage an employer-sponsored retirement plan that meets your needs.

As an employer, you know the importance of your 401(k) plan for recruiting and retaining top talent. But the investment options are complex, and the rules are always changing. And even once your plan is up and running, the legal responsibilities and administrative duties can feel overwhelming.

That’s where we step in.

We develop solutions designed to save you time and money, keep you in compliance with regulatory requirements, and give your employees the opportunity to build a more secure financial future.

A Retirement Plan That’s Right for Your Business

We help you choose the right plan for your company and select appropriate investments, but that’s just the start. You can rely on us for a full range of employer-sponsored retirement planning services, including:

  • plan operations and design
  • compliance and fiduciary oversight
  • ongoing monitoring of investments & fees
  • employee education and guidance
  • administrative support

We’re there for you at every step, helping you manage your responsibilities, limit your liability, control costs, and increase plan participation.

We Set Your Employees Up for Success

At JJ Burns, we go above and beyond to help your employees get the most out of their benefits. Beyond the initial enrollment process, we offer a variety of services to plan participants, including:

  • one-on-one financial advice
  • educational seminars and workshops
  • regular communication and updates

Our goal is to ensure that your employees have the tools and knowledge they need to make financial decisions with confidence.