Group Retirement Plans

Group Retirement Plans

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Crafting Tailored Retirement Solutions

At Searcy Financial, we collaborate with business owners and plan sponsors to design customized retirement plan strategies that promote success for both the company and its employees. Our comprehensive retirement plan services alleviate the burden of plan management, empowering you to focus on steering your business towards growth and prosperity.

Understanding the unique needs of your business, we work with you to assess your retirement plan goals and tailor a strategy that aligns with your vision. With our expertise in retirement plan solutions, we ensure your plan remains competitive in the market, attracting top talent and bolstering employee retention.

Here are some ways a well-crafted retirement strategy can benefit your business:

Maintaining competitiveness in the market

Attracting highly qualified employees

Increasing employee retention rates

Guiding employees toward successful retirement outcomes

Mitigating risks associated with group retirement plans

9 Critical Questions
Group Retirement Services
Our Process
10 Reasons Why

9 Critical Questions for Retirement Planning

  1. Are you protecting yourself from the burdens associated with many employer-sponsored retirement plan solutions?
  2. Do you spend your valuable and limited time on plan administration?
  3. Is your employer-sponsored retirement plan running inefficiently due to lack of online enrollment, education, or processing?
  4. How do you identify liability exposure in plan administration and investment selection?
  5. Do you follow published best practices or just meet minimum requirements?
  6. Are you maintaining a documented process to fulfill fiduciary duties routinely?
  7. How do you measure and monitor plan success from your employees’ perspective?
  8. What flexibility do participants have in portfolio creation based on risk and return requirements?
  9. How can you ensure fees, expenses, and administration costs are prudent?

Our Group Retirement Solutions

Explore our retirement plan solutions tailored to your needs:

  • Employer-Sponsored Retirement Plans
  • Simple IRA Plan
  • SEP IRA Plan
  • Solo 401(k)
  • Traditional 401(k)
  • Profit-Sharing
  • Defined Benefit
  • Cash Balance
  • Open-Architected 401(k) Plans
  • 3(38) Investment Management for Non-Fiduciary Advisors
  • Independent Fiduciary Review

Our Process

We start by understanding your needs and goals, then tailor a retirement strategy that works for you. Our process includes:

  • Discovery: Discussing your goals and circumstances to understand your unique needs.
  • Customization: Developing a personalized retirement strategy aligned with your goals.
  • Implementation: Helping you implement the plan and providing ongoing support.

Download Process/Transition Timeline

10 Reasons to Choose Searcy Financial

  1. Focused Approach: Tailoring a plan that works just for you and your big-picture goals. Where you stand, we focus.
  2. Top-Notch Service: Excellence in client service is tied to our stellar reputation. Where you stand, we serve.
  3. Educational Support: Empowering you to make informed decisions, we provide the education you need to lead your company’s retirement plan. Where you stand, we educate.
  4. Transparent Fees: Fiduciary approach with transparent fee structures makes our model intentional and transparent across the board. Where you stand, we disclose.
  5. Motivational Planning: Plans designed to motivate you toward goals and enhance your leadership capabilities. Where you stand, we plan.
  6. Lifetime Support: Supporting you now and in the future. We guide you to help employees secure their ideal retirement destiny. Where you stand, we empower.
  7. Responsive Communication: Easy access to our team whenever you need it, plus full-audit support so you can focus on running your business. Where you stand, we respond.
  8. Hands-On Investment Management: Careful management backed by research and documented as evidence to demonstrate your careful and sensible decision-making to the Department of Labor. Where you stand, we Implement.
  9. Adaptability: Flexibility to adapt plans to changes in your life. We serve as a discretionary ERISA 3(38) Investment Manager. Where you stand, we invest.
  10. Client-Centered Approach: Understanding your current and future needs, we take the burden of plan management off your shoulders. Where you stand, we stand.

9 Critical Questions for Retirement Planning

  • Are you protecting yourself from the burdens associated with many retirement solutions?
  • Do you spend your valuable and limited time on plan administration?
  • Is your plan running inefficiently due to lack of online enrollment, education, or processing?
  • How do you identify liability exposure in plan administration and investment selection?
  • Do you follow published best practices or just meet minimum requirements?
  • Are you maintaining a documented process to fulfill fiduciary duties routinely?
  • How do you measure and monitor plan success from your employees’ perspective?
  • What flexibility do participants have in portfolio creation based on risk and return requirements?
  • How can you ensure fees, expenses, and administration costs are prudent?

Our Group Retirement Solutions

Explore our retirement plan solutions tailored to your needs:

  • Employer-Sponsored Retirement Plans
  • Simple IRA Plan
  • SEP IRA Plan
  • Solo 401(k)
  • Traditional 401(k)
  • Profit-Sharing
  • Defined Benefit
  • Cash Balance
  • Open-Architected 401(k) Plans
  • 3(38) Investment Management for Non-Fiduciary Advisors
  • Independent Fiduciary Review

Our Process

We start by understanding your needs and goals, then tailor a retirement strategy that works for you. Our process includes:

  • Discovery: Discussing your goals and circumstances to understand your unique needs.
  • Customization: Developing a personalized retirement strategy aligned with your goals.
  • Implementation: Helping you implement the plan and providing ongoing support.

10 Reasons to Choose Searcy Financial

  1. Focused Approach: Tailoring a plan that works just for you and your big-picture goals. Where you stand, we focus.
  2. Top-Notch Service: Excellence in client service is tied to our stellar reputation. Where you stand, we serve.
  3. Educational Support: Empowering you to make informed decisions, we provide the education you need to lead your company’s retirement plan. Where you stand, we educate.
  4. Transparent Fees: Fiduciary approach with transparent fee structures makes our model intentional and transparent across the board. Where you stand, we disclose.
  5. Motivational Planning: Plans designed to motivate you toward goals and enhance your leadership capabilities. Where you stand, we plan.
  6. Lifetime Support: Supporting you now and in the future. We guide you to help employees secure their ideal retirement destiny. Where you stand, we empower.
  7. Responsive Communication: Easy access to our team whenever you need it, plus full-audit support so you can focus on running your business. Where you stand, we respond.
  8. Hands-On Investment Management: Careful management backed by research and documented as evidence to demonstrate your careful and sensible decision-making to the Department of Labor. Where you stand, we Implement.
  9. Adaptability: Flexibility to adapt plans to changes in your life. We serve as a discretionary ERISA 3(38) Investment Manager. Where you stand, we invest.
  10. Client-Centered Approach: Understanding your current and future needs, we take the burden of plan management off your shoulders. Where you stand, we stand.

Simplified Retirement Planning

At Searcy Financial, we specialize in personalized employer-sponsored retirement plan strategies to help you and your business achieve your financial goals. Here’s what we offer:

  • 401(k) and IRA Strategies: Tailored approaches to maximize retirement savings.
  • Customized Retirement Solutions: Plans customized to your lifestyle and financial situation.
  • Lifestyle Planning Assistance: Guidance to ensure your desired retirement lifestyle is financially secure.
  • Pension and Social Security Optimization: Assistance in maximizing benefits for retirement income.
  • Retirement Goal Identification: Working with you to identify and achieve retirement goals.
  • Retirement Income Strategies: Reliable income stream strategies for retirement years.
  • Pension Guidance: Expert advice for financial stability during retirement.
  • Business Retirement Solutions: Comprehensive plans for business retirement needs.
  • Retirement Consulting: Effective retirement plan design and management.
  • Employee Benefits Design: Designing employee retirement packages to attract and retain talent.
  • Retirement Spending Guidance: Strategies for prudent spending during retirement.