Retirement Benefits Made Simple

Retirement Benefits: A Simple Path to a Secure Future

Planning for retirement doesn’t have to be complicated. Offering a retirement savings plan to your employees is easier than you think—and it’s one of the smartest steps you can take for your business and your team.

As a Shared Resources member, you have access to retirement plans designed for both self-employed individuals and member businesses with multiple employees.

These plans provide meaningful advantages, including:

• Financial security for you and your staff
• Valuable tax benefits
• A competitive edge in attracting and retaining talent

Before You Get Started

Use our Before You Get Started guide to plan your path to the right retirement plan for your business. From understanding your options to choosing and implementing the best fit, we're here to help every step of the way.

Retirement Plans Made Simple

We make it easy to understand your options so you can confidently choose a plan that fits your needs. Whether you’re exploring traditional plans or taking advantage of new opportunities under the SECURE 2.0 Act, we break down the essentials to help you make informed decisions.

State-Mandated Plans

Stay up to date on state retirement requirements and ensure your business remains compliant while still offering valuable benefits to your employees.

Work With an Advisor

Need expert guidance? Connect with a trusted advisor who can help you evaluate your options and align your retirement plan decisions with your business goals.

Setting up a retirement plan isn’t just smart, it’s essential. Start today and give your team the financial security they deserve.

Disclaimer: The information provided is for general and educational purposes only and is not intended to be financial, legal, or tax advice. This material does not provide recommendations concerning investments, investment strategies, or account types; it is not individualized to the needs of any specific investor and not intended to suggest any a particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making.

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