401(k) and Company Retirement Plans

You’ve spent years building your business. You invest in your people. And you’re proud that you’re able to help them fund their futures with a company-sponsored retirement plan.

Finding a company retirement plan that serves you, your employees, and your business can be a daunting task. Add to that the challenge of staying compliant with changing laws—and staying ahead of market conditions. The risks of making a mistake are too great to shoulder… unless you’re an expert.

That’s why we offer a comprehensive suite of services to our business owner clients, including the opportunity to aggregate your wealth under one umbrella, with one planning blueprint and a single, seasoned advisor.

Benefits of Working with Hilary Hendershott Wealth Management on Your Company 401(k) or Company Retirement Plan

Freedom from worry—I minimize your likelihood of litigation.

I am an ERISA 3(38) Fiduciary—the only kind of fiduciary that can legally accept fiduciary responsibility for the management of your company-sponsored plan. That means I am held to an extremely high standard that offers you the greatest protection possible from claims related to poor investment selection and monitoring decisions.

Enjoy better financial advice and increased satisfaction with the plan.

Many company retirement plans overwhelm employees with complex choices. They also compound the problem by short-shifting education and consultation. When you work with me, you and your employees receive a simple and elegant solution—a professionally constructed, low-cost, highly effective, and diversified investment portfolio customized to your needs.

Feel confident that you know what your plan actually costs.

Plan costs can be daunting to decipher and unravel. I offer complete fee transparency, so you and your employees know what to expect at all times—or can easily ask.

Maximize your own tax-deferred savings and get the right plan for your firm.

No single retirement plan is best for every company or executive. I can help you design a plan that fits your company. Whether a 401(k) plan, Profit Sharing Plan, Defined Benefit Plan or another type of plan, I’ll work hard to maximize the tremendous financial benefits of increased pre-tax savings.

Retain your best employees longer.

A salesperson makes the sale and leaves—but that’s not me. I am first and foremost an advisor and I will be with you and your team every step of the way. This includes communication, on-boarding education, and trainings for new employees. I also provide continuous monitoring and account support. With this much support, your employees will know you’ve gone the extra length to provide them with a plan that reflects how much you value their contributio

Benefits of Working with Hilary Hendershott Wealth Management on Your Company 401(k) or Company Retirement Plan

Freedom from worry—I minimize your likelihood of litigation.

Enjoy better financial advice and increased satisfaction with the plan.

Feel confident that you know what your plan actually costs.

Maximize your own tax-deferred savings and get the right plan for your firm.

Retain your best employees longer.

Schedule your no obligation call and discover the benefits of working with me.

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Your Financial Life: Simplified!