Attract and retain talented employees with competitive retirement benefits.
Our Wintrust Wealth Management team recognizes the important role that providing a
competitive retirement plan plays in attracting and retaining highly qualified employees.
Most qualified retirement plans fit into one of three general types: defined contribution, defined benefit, or IRA-based.
DEFINED CONTRIBUTION PLANS
DEFINED BENEFIT PLANS
Money purchase plan
Available plans have different features and involve varying degrees of administration and expense. Wintrust Wealth Management can help you determine which plan will provide you and your employees the right retirement benefits and can work with you to develop and administer your program.
In addition to helping you select and design a plan, we can conduct a comprehensive
vendor search so you can choose the plan administrator that will best serve your retirement benefit needs. With this thorough review process, you can be confident that your plan is competitive in your market, cost-effective, and provides attractive investment options that are appropriate for your employees.
We will also partner with your plan administrator to get your new plan up and running, and we continue to work with you once your plan is operational to monitor investment performance and provide ongoing guidance as needed. Whether it is a profit-sharing plan, traditional or Roth 401(k), SEP or SIMPLE IRA, or a 412(i) or Money purchase pension, Wintrust Wealth Management can help you select the right plan for your business.
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