Retirement Plan Solutions

Our Expertise is Your Competitive Advantage

We recognize that every employer's objective and financial capabilities are different when it comes to establishing and maintaining a company retirement plan. We offer customized plan design services to meet the needs of each employer. Whether the goal is maximizing benefits for owners and key employees or employee recruitment and retention, our retirement specialist can build a plan to meet your needs. 

A retirement plan is a valuable benefit for your employees. However, it is also a responsibility. Are you aware of your legal responsibilities? Are you satisfying them? It is important to align yourself with a competent professional who is up to speed on the ever-changing legislation to help mitigate your liability. Estrada Webb works with you and other strategic partners to help you understand your obligations as a plan fiduciary, or we can assist you in out-sourcing most of those responsibilities to an independent ERISA 402(a)/3(16) fiduciary. 

Estrada Webb & Associates serves as a Plan Advisor for several Qualified Retirement Plans (including 401(k) plans), bringing tailored solutions to meet the unique needs of business owners.

Retirement Plan Offerings:
SEP/SIMPLE IRA Plans
401(k)Plans
Profit Sharing Plans
Cash Balance Plans
403(b)/457 Plans


Ready to put our expertise to work for you? Reach out for a free consultation today!
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