Retirement Plan Services
Most employers find that having healthy and satisfied employees is good business. Providing medical and retirement benefits can help you attract and retain those employees you want to keep.
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What are your options?
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Which retirement plan is best suited to your business and employees?
As a business owner, you don't have time to do the research. And confusing tax laws can further cloud the picture. In order to select the right retirement plan for you and your employees, see your Sun Financial Services Representative today.
We are here to offer solutions to help make your decisions easier:
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Retirement Plan Decision
By focusing on your plan objectives and your employee demographics, we can identify and recommend the right plan for your business. -
Plan Administration
ERISA Plans require certain plan documents as well as reporting to employees and the IRS. We can help you select a firm to provide these essential services. We also assist you with investing plan contributions to help meet your fiduciary responsibilities to invest prudently and diversify the assets.
Contact us. Call 1.877.SUN.0525 and ask for a Small Business Specialist.
* INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor, is not affiliate with Sun Financial Services, LLC, or Sun National Bank. Securities, advisory services and insurance products are offered through INVEST, and affiliated agencies are not insured by the FDIC or any other government agency; are not deposits or other obligations and are not guaranteed by any bank; are subject to investment risks, including possible loss of the principal invested.
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