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Corporate Retirement Services

Support Your Team, Build for the Future

Custom solutions to enhance employee benefits.

At Petros Family Wealth, we specialize in creating retirement offerings tailored to meet the needs of your business and employees. Whether you’re establishing retirement benefits for the first time or refining existing offerings, we work with you to design services that attract top talent and empower your team to build secure futures.

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Liability Coverage

Liability coverage protects your business financially if one of your vehicles is involved in an accident that causes injury or property damage to others. Jacobs Insurance Solutions offers tailored liability coverage for business vehicles, ensuring you’re fully protected from the financial impacts of an accident.

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Collision Coverage

Collision coverage helps cover the costs of repairing or replacing a company vehicle that is damaged in an accident. Our business auto insurance policies include customized collision coverage, allowing your business to continue operations without interruption

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Comprehensive Coverage

Company vehicles face various risks beyond collisions, such as theft, fire, and vandalism. Comprehensive coverage protects your vehicles from these non-collision events. Jacobs Insurance Solutions provides comprehensive business auto insurance, safeguarding your fleet against unexpected losses.

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401(k) Program Design and Management

Develop customized 401(k) offerings with features like employer contributions, easy employee enrollment, and seamless administration, ensuring a smooth and efficient process.

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Profit-Sharing Options

Incorporate profit-sharing into your benefits package to reward employees for their contributions to your company’s success while enhancing retention.

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Regulatory Compliance and Oversight

Stay on top of changing retirement regulations with expert guidance to ensure your business meets all fiduciary responsibilities and legal standards.

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Employee Engagement and Support

Help your employees make informed retirement choices with ongoing education and access to resources that build confidence in their financial futures.

FAQs About Corporate Retirement Services

  • What’s the difference between a 401(k) and profit-sharing?

    A 401 k allows employees to contribute a portion of their income toward retirement, often with employer contributions. Profit-sharing enables businesses to allocate a percentage of profits to employees, offering flexibility and rewarding performance.

  • How can I increase participation in our retirement offerings?

    Boost participation by simplifying enrollment, offering employer contributions, and providing clear communication and education about the benefits available to employees. Having a dedicated Financial Advisor can also boost participation through Educational Days and annual or semi-annual onsite support.

  • What are the tax benefits of offering retirement benefits?

    Employers may qualify for tax deductions on contributions, while employees benefit from tax-deferred growth on their savings. Additional incentives, such as tax credits, may be available for certain programs.

  • How do I determine the best retirement services for my company?

    The best option depends on your business’s size, goals, and workforce. We help you evaluate options to align your retirement services with your company’s needs.

Let’s Build a Stronger Future Together

Contact us to learn how corporate retirement services can help you support your team and achieve your business goals.

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