Corporate Retirement Plans
KWM customizes corporate retirement plans for tax benefits and state compliance
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Retirement plans through a corporation can serve multiple purposes. Primary benefit to an employer sponsored retirement plan is to provide benefits to employees. The corporation and business owners can also benefit by providing retirement plans to their employees. KWM has been working with various businesses and corporation owners to customize solutions that provide large tax benefits.
Various states now have a mandatory requirement for small businesses to provide their employees with a retirement plan. We work with clients in ensuring that they are complying with this mandate.
There are various ways to setup a corporate retirement plan.
- 401K
- SEP
- DB TRUST
Mission
At KWM, we are committed to servicing our clients with tailored strategies that are customized to client’s situations. We strive to deliver the best possible solutions according to each client’s individual goals. We work with the best partners and custodians in the industry to deliver the best services and experience.
Market Experience
KWM has been around for the past 20 years. The principals started with Morgan Stanley and UBS. KWM was founded in 2005, after it was decided to strive for a better client experience outside of the brokerage industry.