Retirement Plans

Offering competitive retirement benefits might be on your want-to-do list, but making it happen takes time, knowledge, and trust. 

Whether you adopt our fiduciary-led 401(k) or bring an existing plan, we make it easy for your employees to understand, enroll, and plan with confidence.

Your smart planning.
Their secure futures.

When employees invest in your success, a thoughtful retirement plan shows you’re invested in theirs.

  • Simple IRA
  • 401K
  • Safe Harbor Plan
    Plan Design – Eligibility, Vesting, Investment Options
  • Implementation / Enrollment
  • Employer & Employee Contributions
  • Annual Audit

Fiduciary-led

At Servant HR, we offer our own 401k plan, and (because we’re a fiduciary), we can help you adopt our plan. This also means we can help with plan design, compliance, and risk management.

Worry-free management

It’s our job to know when employees are eligible and help them to enroll when necessary. And we do all the work to take care of everyone’s contributions on a per payroll basis.

Collaborative partners

Already have a relationship with another financial planning entity? We’re happy to facilitate the funding of employee and employer contributions.

Guided enrollment

We help employees understand their retirement options so they can make informed choices and feel confident about their financial future.

Our relationship with Servant HR has allowed us to better serve our employees. The partnership has helped us with compliance, a wider choice of benefits, and prompt and personal access through their employee portal. Processing our payroll has also given us time to focus on the business.

Susie Pierik, Industrial Technology Services, LLC

Meet your HR retirement benefits team

Holly Martinez, CPP

payroll tax analyst

Susan Martin, CPP

administrative coordinator

Loren Elms

chief operating officer

Why care about retirement benefits?
Because great workplaces build even better futures.