Small Business Retirement Plans
We help you choose the right type of retirement plan for your business so you can attract and retain the best talent.
For Your Business
Company Retirement Plans
We calculate the true cost and benefits of each type of plan, based on your employee census information, so you can offer high-quality retirement plans to current and prospective employees. Our independence allows us to help you choose the right plan from the right institution for your employees.
Why Choose Main Street
Business Retirement Plan Types and Benefits
Not sure what type of retirement plan is best for your organization? We’ll help you compare the costs and benefits of each to create the right plan for your company.
401(k) & Profit Sharing
403(b) & 457 Plans
Get our free guide to retirement plan types
For Your Employees
Employee Financial Wellness
Whether your employees need help enrolling in their retirement plan, choosing investments, or solving some other personal financial puzzle, we offer tailored solutions in a fiduciary capacity – at no additional cost.
START A CONVERSATION
Speak With an Advisor
At Main Street, we know that choosing a financial advisor is an important decision. Our cross-expertise of investment management and income taxes allows us to evaluate actual dollar savings based on your unique household. We invite you to let us calculate those savings for you. Every wealth management path we create begins with a conversation.
Ready to see if Main Street is a good fit for you or your business? Let’s talk.
Business Retirement Plans
No. We calculate the real dollar costs and both employer and employee tax benefits of offering a plan, while taking on most of the administrative burden. Our thinking is always long term in nature, and our goal is to be a long-term partner.
We grew up in America’s Heartland and are proud of the values, diversity, and balance that it represents. Main Street America’s values are hard work, optimism, grit, curiosity, and, above all, independence.
A fiduciary must act according to the “Prudent Man” standard when handling your investments. At it simplest this means that Main Street Investments must treat your investments as a prudent person would, i.e., act as any prudent person would in a like position, given their skill level in the context of the economic backdrop at that time.
Our primary custodian is TD Ameritrade Institutional. Through our platform, you will have the benefits of institutional access to your investment accounts. Our partnership with TD Ameritrade Institutional (soon to be Charles Schwab Institutional) offers our clientele:
- 24/7 online access to view your account(s)
- Regular statements (mailed or emailed)
- Institutional account reporting
Having TDA/Charles Schwab as a trusted partner provides our clients transparency on investment performance, fees, and when transactions occur.
Our clients enjoy user-friendly access to top personal financial planning software that includes free online cloud storage of confidential documents, a secure way to share documents with their advisors, and access to in-depth market research.
The pillars of Main Street’s portfolio management are diversification and a long-term (i.e. multi-decade) view, at the most inexpensive total costs. We consider ourselves caretakers of our clients’ futures and act accordingly and with prudence. Every client has their own individualized Investment Policy Statement detailing the portfolio objectives, constraints and client wishes. We are serious about client capital and understand that we only succeed through our clients’ triumphs.