Retirement Plan Consulting for Law Firms
Maximize your company's retirement plan savings
What We Do
As a business owner, you should know that retirement plans are an effective way to accumulate more wealth, thanks to the tax-deferral on contributions and investment earnings. However, designing the right plan can be a challenge, and oftentimes, no one is checking in to review its success. That’s where we come in!
Liberty Helps You:
1. Select the Best Retirement Plan
Whether you are setting up a new retirement plan or trying to optimize an existing plan, we can help you find the best option for your business and employees that maximizes your savings.
2. Configure Your Retirement Plan
We take care of all the administrative work necessary to set up your retirement plan, including IRS filing forms and training your employees on the new plan.
3. Manage Your Retirement Plan
Our team handles all of the ongoing administrative work for your plan, including calculating contribution amounts, preparing plan notices, 1099-R preparation and more.
Is Your California Law Firm Prepared for the Imminent CalSavers Changes?
With the implementation of the state-mandated retirement savings program, CalSavers, law firms face new challenges and responsibilities, making it crucial to ensure compliance while optimizing retirement solutions for your employees.
Liberty can help your firm navigate these changes while maximizing your savings.
Liberty Can Help Lower the Cost of Your Firm's Retirement Plan
At Liberty, we can help make sure that your retirement plan is taking full advantage of the many options available to maximize your savings. With a well-designed retirement plan, business owners and family members can benefit from up to 90% of company-paid retirement contributions.
Why Liberty?
Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four years by the Hales Report.