Get More From Your
Company Retirement Plan
Oakwood Summit helps business owners design, review, and improve retirement and benefit programs that work better for the owner, the employees, and the business.
Already have a 401(k)? We can review your existing plan for opportunities around plan design, contributions, costs, employee participation, and owner benefits.
Your 401(k) Should Do More Than Check A Box.
Many business owners have a retirement plan because they know they should have one. Far fewer know whether their plan is actually optimized.
Your plan may have opportunities to:
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Increase owner contributions
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Reduce unneccessary plan costs
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Improve employee participation
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Better reward key employees
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Coordinate retirement contributions with tax planning
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Add advnanced retirement strategies as profitability grows
Client Success Stories
Helping Business Owners Achieve More
$162,000 in Annual Tax Savings and a Stronger Retirement Plan
We redesigned their retirment plan and implemented advanced tax strategies that reduced their annual tax bill by $162,000 and helped them save an additional $485,000 for retirement.
Annualized Tax Savings
$162,000+
Additional Retirement Savings
$485,000+
Doubling Retirement Savings While Reducing Taxes
We optimized her plan design and leveraged advanced tax strategies to reduce her tax bill by $104,000 annually while helping her double her retirement savings rate.
Annualized Tax Savings
$104,000+
Increase In Retirement Savings Rate
2x
From Overpaying Taxes to Building Generational Wealth
By implementing a Cash Balance Plan and advanced income strategies, we helped this business owner reduce taxes by $128,000 annually and put more money to work for his future.
Annualized Tax Savings
$128,000+
10 Year Wealth Accumulation
$3.6M+
Start With a Retirement Plan Review
We make it easy to undersatnd whether your current retirement plan is working as effectively as it could
Understand Your Current Plan
We review your existing retirement program, company structure, employee demographics, owner goals, and current plan design.
Identify Opportunities
We look for opportunities around contribution levels, plan design, participation, costs, tax efficiency, and advanced retirement strategies.
Build Your Strategy
If improvements make sense, Oakwood Summit coordinates the specialists needed to implement them.
Expand As Your Businses Grows
Once the retirement strategy is in place, we can also help evaluate employee benefits and executive benefits.