Qualified Retirement

As an employer or a business owner, you know it is absolutely critical to have a great team behind you. And one of the best ways to attract and retain your talented team is by offering outstanding retirement plans that provide your employees with the resources they need to take control of and plan for their financial futures.

H&A’s team is highly experienced in the areas of retirement plan design and consulting, participant education, investments, and operations. Learn more about the plans, support, and reassurance we provide to employers and their employees.

Participant Education

To us, success looks like plan participants who are well-informed and well-educated about their plan benefits, and who are encouraged to grow and accumulate sufficient savings for retirement.

We pay close attention to plan participation and deferral measures. We continuously strive for improvements in those areas through on-site and remote education and enrollment presentations. We work hard to ensure that our clients’ HR departments are satisfied, plans run smoothly, issues are resolved quickly and comprehensively, and the needs of plan participants are continuously met.

Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.