Retirement Plan Consultants
Explore all the ways we can help you reach your retirement goals.
Retirement Plan Consultants
Explore all the ways we can help you reach your retirement goals.
Retirement Solutions
Small Business and Self-Employed Retirement Plans
Explore all the ways we can help your employees reach your retirement goals. You work hard for yourself and your customers, and at the end of the day, you’d like to take home more of what you earn while also investing in your future. Our retirement plans for self-employed people and small business owners can help you keep more of your business income through tax deferrals while you also build your retirement savings.
Regardless of your age, investing for retirement should be a top priority. After all, you may need your nest egg to last for 30 years or more. Whether you’re a personal investor or small business owner, we offer a broad range of retirement solutions to help you build the future you envision.
Speak to a Small Business Specialist now.
Workplace Retirement Plans
2021 priorities for defined contribution plans
Plan sponsors must approach 2021 on dual fronts – ensuring resiliency to address today’s unique environment while evolving to prepare for a post-COVID world. What are the top priorities Defined Contribution plan sponsors should consider in 2021?
Here are critical few items you should consider as you set priorities for 2021.
- Understand your participants and what they value
- Design plans that can truly benefit your participants
- Consider the opportunity for communication and education in an accelerated digital world
- Monitor recordkeeper consolidation and the accompanying digital evolution
- Consider whether expanded outsourcing options make sense for the plan sponsor and/or your participants
- Reassess investment opportunities in an evolving market environment
College Savings Plans
Estate Planning: Make your wishes clear, and maximize your legacy
Estate Planning: Make your wishes clear, and maximize your legacy
Achieving a smart financial plan for higher education (or even K–12 expenses) can be easier with the tax-advantaged benefits of a 529 college savings plan. Compare plans managed by top providers to find the right option for you and your family.
Taking That First Step Toward Your Savings Goals
Saving for college, graduate school, vocational training, apprenticeship programs, or even K-12 public, private, or religious schools can be more attainable with the tax-advantaged benefits of a 529 college savings plan. With more than 20 years of financial experience, the experts at eSquared Retirement are focused and committed to helping you choose the right path for one of the most important investment decisions families face today.
Key Benefits of a 529 Plan
- Tax Benefits
- Low Impact on Financial Aid
- Plenty of Investment Options
- You Are in Control
- Everyone Can Help
Estate Planning: Make your wishes clear, and maximize your legacy
Estate Planning: Make your wishes clear, and maximize your legacy
Estate Planning: Make your wishes clear, and maximize your legacy
Maybe you’ve just purchased a house, or you’re looking ahead to retirement or the birth of a child. Whatever your stage in life, it’s important to have a long-term plan for your assets.
Through estate planning, you make your wishes clear regarding who gets what, and under what terms, after your death. You can also make financial provisions for yourself and your family should you be incapacitated in an accident or illness.
Start planning with our checklist
- Designate your beneficiaries: These are the people you want to receive assets like cash, investments, real estate, art, collectables, and more. You can also designate your assets to a charitable institution, like a university or nonprofit organization.
- Take an inventory of your assets: Estimate the income needs and expenses of your family should you die or become incapacitated.
- Research estate planning information: Certain structures for your assets, like trusts, can determine the speed of transfer to beneficiaries and the taxes you pay, as well as offer control, flexibility, and privacy. Consult with an estate planning attorney for your specific situation.
- Review your estate plan periodically: Be sure to make updates when life changes, like marriage, happen. And share your plans with your loved ones throughout the process.