Corporate Retirement Plans
Fiduciary retirement plan solutions designed to support your employees — while helping organizations manage cost, compliance, and responsibility.
More Than a Benefit — A Fiduciary Obligation
At SolarisPWM, we specialize in crafting tailored corporate retirement plans designed to secure the financial future of your employees while supporting your business goals. A company’s retirement plan is one of its most important employee benefits — and one of its most significant fiduciary responsibilities.
SolarisPWM partners with organizations to design, implement, and manage retirement plans that balance employee outcomes, cost efficiency, and regulatory compliance. Our independent, fee-only structure ensures advice that is objective, transparent, and always aligned with your organization’s best interests.
Retirement Solutions Tailored to Your Organization
401(K) Plans
Maximize tax-deferred savings with fully customizable options tailored to your company’s needs.
SEP-IRAs
Simplified and flexible plans, ideal for small businesses seeking variable contribution levels.
SIMPLE IRAs
A cost-effective retirement solution for smaller companies that need an easy-to-manage plan.
A Fiduciary Approach to Plan Design & Oversight
Independent, fee-only advisor
No commissions or product incentives
Objective investment selection
Transparent reporting
Ongoing fiduciary oversight
How We Work With Organizations
1
Plan Evaluation & Due Diligence
Review existing plan design, fees and effectiveness.
2
Plan Design & Optimization
Identify opportunities to reduce cost and improve outcomes
3
Investment & Provider Selection
Assist in selecting appropriate investment options and third-party administrators
4
Implementation & Oversight
Ongoing monitoring, reporting, and fiduciary guidance
5
Ongoing review and & plan refinement
Supporting Employee Financial Readiness
A well-designed retirement plan is only effective if employees understand how to use it. That’s why SolarisPWM retirement plan clients receive access to our proprietary SmartWealth Financial Literacy program.
Highlights:
- 4-hour financial education course
- Topics: budgeting, goals, debt, investing, retirement
- 1-hour individual consultation for each participant
Benefits for Employers
Improved Employee Engagement
Reduced fiduciary risk
Lower investment & administrative costs
Stronger retirement readiness