Retirement Planning

We make retirement planning our business so you can focus on yours.

If you are a small business owner looking to attract and retain top talent, offering a competitive 401(k) retirement plan is a great place to start. When you partner with Clear Path Advisory, our benefits specialists can help you select and implement a 401(k) plan that strikes a balance between your needs as an employer and plan fiduciary and the needs of your valued employees.

Through our defined planning process, we gain a deep understanding of your business finances, goals and culture with the aim of finding the product solution that best serves your interests. Annual reviews ensure that your plan remains on track as your business grows, and participant reviews and enrollment meetings ensure that your employees have the knowledge and resources to make confident decisions about their retirements.