Plan Sponsor Services

Retirement plans can play a large role in recruiting and retaining employees to your business. As a single source solution we will help you build and implement a plan to address the needs of your organization and employees.

 

Oakeson Steiner can help you identify, build and provide administrative services associated with the right type of retirement plan to address the needs of your organization and employees.
  • 401(k), 403(b), 401(a) Qualified Retirement Plans
  • Cash Balance Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Single K Plans
  • Deferred Compensation 457(b) & 457(f) Plans
  • Simple IRA Plans
  • SEP IRA Plans

Oakeson Steiner is affiliated with Resources Investment Advisors (RIA), in a co‐op of independent advisors. This affiliation helps us stay on the leading edge of the retirement plan industry keeping us appraised of new regulations, strategies and trends in the market place.

Like Oakeson Steiner, RIA started as a small, local advisory firm focused solely on managing assets for its clients. Today RIA is one of the fastest growing investment advisory firms in the country.*

Together we aim for:

  • Ease of Administration
  • Maximum Fiduciary Protection by Signing on as a 3(21) or 3(38) Fiduciary
  • Enhanced Employee Retirement Readiness by Proactively Engaging Participants

* Forbes Magazine “Top 50 Wealth Managers – Fastest Growing RIAs” in 2017 based on growth in total assets under management as reported March 31, 2011 through March 31, 2013.