SERVICES FOR BUSINESSES

Retirement Plans That Work—for You and Your Team.

At Verant Wealth, we serve as financial advocates – delivering strategic and cost-effective retirement plan solutions for growing business while helping to address compliance requirements.

Whether you’re navigating new regulatory requirements or looking to offer a competitive benefits package, we make retirement planning simple, smart, and centered on your team’s well-being.

Our approach is grounded in proactive planning, clear communication, and responsive service. From 401(k) design education and plan implementation support to ongoing employee education, we reduce the burden of administrative tasks while helping you address compliance requirements and stay strategically positioned.

How We Support Growing Businesses

Strategic Plan Design & Implementation

We collaborate with business owners, HR teams, and operations leaders to create retirement plans—like 401(k)s and SIMPLE IRAs—that align with your business goals, culture, and workforce needs.

Full-Service Compliance Support & Fiduciary Education

Stay ahead of changing regulations with confidence. From ERISA requirements to state mandates, we help you meet your obligations with ease and accountability.

Employee Education & Engagement

We don’t stop at plan setup. Through accessible financial education and ongoing support, we empower your team to make informed decisions—and feel valued while doing it.

Planning for Life’s Milestones is now: Ongoing Plan Support

As your business grows, we stay right there with you. We help you refine strategies, monitor performance, and simplify administrative requirements, so you can stay focused on what you do best.

Personalized Guidance for Business Owners

From retirement readiness to business succession, we offer high-touch planning support for your own financial future as well.

What You Can Expect

  • Fiduciary support with your business and people in mind: No more choosing between what’s good for your staff and good for your business.
  • Streamlined plan implementation assistance: We will make setting up your program simple and straightforward.
  • Tailored investment options: Create wealth that mirrors your business’ success.
  • Employee-focused education and support Empower your staff to create their own legacy.
  • Scalable solutions that help grow with your company: We won’t let your retirement plan stagnant while your business thrives.
  • A partner who treats your team like our most valuable client: Because they matter to you, they matter to us, too.

Specific Services

  • Regulatory compliance assistance for employee-sponsored retirement plans
  • 401(k) plan design features, setup and implementation assistance
  • Risk management
  • Cash flow analysis for your business
  • Corporate philanthropic giving
  • Comprehensive tax planning
  • Ongoing financial education for your staff
  • Business succession planning
  • Profit disbursement strategies

“We Handle the Plan. You Focus on the Business.”

Smart Benefits. Stronger Business.

At Verant, we don’t just check the compliance box—we become an extension of your team. We help you offer benefits that truly benefit, support your people like family, and strengthen your business from the inside out.

Let’s build a plan that works—for today and tomorrow.

Schedule a Consultation

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that by using the information provided, plan sponsor will be in compliance with ERISA regulations.