Corporate Retirement Plans

Lean Into Your Future

CF Financial recognizes that whether you are deciding on the proper corporate retirement plan or choosing to review your current plan, the process can quickly become overwhelming. By sitting on the same side of the table of the business, we capture the reasons employers want to help employees plan for retirement while navigating the headwinds of costs, compliance, and education. By engaging with CF Financial, we can facilitate and manage the process from beginning to end while keeping the business focused on what they do best. A unique, tailored solution that engages your employees’ future and your business’ continued growth is what we will work with you to develop.

For current employer-sponsored plans, some considerations may be:

• Costs – Not only to the company but what are your employees paying?
• Are your investments being actively managed by your provider?
• What type of education are your employees receiving?
• What level of engagement do you have across your company?
• How smooth is the enrollment and implementation process?

Potential employer-sponsored plans:

• 401(k)
• Simple IRA
• SEP IRA
• Profit-sharing plan
• Cash balance
• ESOP
• Non-qualified plans

We look forward to working with you in designing a new retirement plan or reviewing your current plan. We look forward to bringing value to you, your business, and your employees.