Services for Corporations

Your company’s plan makes saving easy by giving employees a simple way to set money aside before they ever see it in their paycheck. Most people know they should be saving—an effective plan helps them do it.

Retirement planning tools, along with the guidance we provide, help employees better understand their finances. From creating budgets to managing cash flow, our resources give participants the foundation they need to make smarter financial decisions.

Hidden costs can erode both savings and trust. That’s why we make fees clear and easy to understand. When employees know exactly what they’re paying, they’re more likely to value the plan and feel confident about saving for the future.

A retirement plan affects more than just savings—it connects to payroll, healthcare, and workers’ compensation. By helping companies see the full picture, we seek to make sure the plan supports both employees’ futures and the organization’s bottom line.

We regularly benchmark plan performance to assess progress and provide insights to help participants work toward retirement readiness.

For illustrative purposes only, actual steps may vary.

We can partner with a third-party provider to independently analyze all plan investments. The results are measured against the standards outlined in your Investment Policy Statement (IPS). If a fund underperforms, we place it on a formal watch list and, when necessary, recommend a replacement to keep your plan aligned with fiduciary best practices.

We believe in going beyond the basics of retirement planning to help support employees in every area of their financial lives. From managing student debt and improving credit to building emergency funds and planning for college savings or Social Security, we provide hands-on guidance. Our complimentary consultations and dedicated resources reflect our commitment to helping people build a strong financial foundation.

Getting the plan design right from the start is critical. We draw on our experience with a wide range of plans to guide you through the options and tailor a design that aligns with your goals and helps support your employees.

Retirement isn’t just for employees—it’s for business owners too. Whether you’re planning for succession, seeking to protect your business with key person coverage, or exploring deferred compensation strategies, we help guide those “what’s next” conversations. Whatever form your transition takes, our aim is to ensure that it’s strategic, secure, and aligned with your long-term goals.

We don’t have ties to any one provider, so our recommendations are based on your needs, not outside interests. We review your current plan, your goals, and the available options to help your committee identify a provider that aligns with your needs. Whether it’s fine-tuning your existing arrangement or making a switch, we seek to ensure the decision supports your long-term goals.

Whether you’re a business owner, CFO, HR director, or nonprofit leader, you’re investing in more than your organization’s success—you’re also investing in the people who make that success possible. We believe when employees feel secure about their financial future; they can bring greater focus and energy to the workplace.

That’s why Strategic Path provides financial literacy programs for retirement planning and strategies for your team. These programs aim to help employers and employees alike feel more confident about the retirement planning process.

Our Financial Literacy Topics Include:

• Understanding 401(k)s, IRAs, and pensions
• Budgeting essentials
• Building and repairing credit
• Financial literacy basics
• First-time home buying
• Credit reports and scores
• Transitioning into retirement
• Optimizing Social Security
• A non-financial look at retirement (how to spend your time)

Having income protection strategies in place can help you protect your family now and in the future. To build a sound financial plan, it’s a good idea to include insurance solutions such as life and property and casualty insurance. We can help you evaluate solutions and recommend options to fit your family’s needs.

• Asset and income protection strategies
• Analysis of major insurance companies and product recommendations
• Life insurance audits and long-term care expense mitigation
• Estate tax elimination strategies

We have access to a team of professionals who provide business owners with sell-side and buy-side M&A advisory services. Whether you are seeking to realize your strategic and financial objectives through the sale of your company, or are interested in expanding your business via acquisition, we can help guide you through the process from start to finish.

Many business owners do not know how much their companies are worth, making it difficult to establish a clear financial plan. Obtaining a business valuation can aid in the development of a comprehensive wealth plan. Business valuations may be required for a variety of purposes, including:

• Transactions (financial planning, mergers & acquisitions, buy-sell agreements, financing and ESOPs)
• Tax reporting (gift & estate tax, charitable contributions, IRC section 409A and discount studies)
• Financial reporting (purchase price allocations and goodwill impairment)
• Litigation (marital dissolution and shareholder disputes)