Business & Non-Profit Retirement Plans
Workplace Retirement: The Fee Only Way
We offer workplace retirement solutions for every size of business and non-profit. As a Fee Only fiduciary practice, we put the interest of the client first in the planning process.
What that looks like in practice: Our fees are designed so that we are compensated equally no matter what particular investment advice we give. When that isn’t the case, we disclose that clearly and immediately.
Types of Retirement Plans We Work With
401(K)
For businesses of all sizes- from solopreneur to 500+ employee companies
SEP-IRA
Low Cost option for Small Businesses where owners prefer to make contributions- fully tailored and managed in-house
SIMPLE IRA
A very Low Cost option for Small to Moderate sized businesses looking to provide retirement plans to all employees equally. Plans & Investments tailored and managed in-house
NON-QUALIFIED ANNUITIES & INSURANCE ADVICE
We bring our Fee Only fiduciary approach to planning for highly profitable businesses looking to target key personnel. Highly customized on a case-by-case basis.
403(B) PLANS
We offer 403(b) plans for a low cost to non-profit entities of all sizes- from small operations to established institutions
RETIREMENT PLAN QUESTIONNAIRE
Privacy Policy: Once your plan proposal has been generated, we do not store your submitted data.
BOOK YOUR FREE CONSULTATION
Schedule your free introductory meeting with Chaim Investment Advisors conveniently online.
401(k) & 403(b) Plans
We offer 401(k) plans to for profit businesses of all sizes at a highly competitive cost. Not only are Solo-401(k)’s something we can work with, but we can wave certain set-up costs with this option.
While we are able to scale to any size, we are geared especially toward small and medium sized businesses.
For non-profit companies and entities like churches, schools, etc., we offer a low cost 403(b) solution.
401(k) & 403(b) Features
Competitively priced
Simple, modern implementation & use
Fiduciary duties & risk is put on our provider- not you
GET A QUOTE
If you simply want a quote for starting a new 401(k) or 403(b) plan for your business, or want to see what the cost of switching to Chaim Investment Advisors would be, you can fill out our simple Proposal Questionnaire in a matter of minutes. We’ll get you a quote in 1-3 business days.
SIMPLE & SEP IRA'S
Three advantages of SIMPLE & SEP IRA’s are:
- Simplicity of Implementation & Maintenance
- Ability to Choose Much Wider Range of Investments
- Very Low Cost to Employer
To leverage these advantages, we offer highly tailored solutions for employers who opt for a SIMPLE or SEP IRA plan. We use our own retirement investing models and manage all accounts in house. You and your employees enjoy the benefit of full service retirement portfolio management while enjoying the low costs and ease of maintenance that these plans are known for.
WHAT PLAN IS BEST FOR MY BUSINESS?
If you’re looking to jump-start the process of deciding what plan is best for you, you can fill out our simple Retirement Plan Comparison Questionnaire, and we’ll get you an initial analysis in 1 to 3 business days for free. In a matter of minutes, you can get us everything we need to start the comparison process.
Note: as mentioned above, Chaim Investment Advisors is compensated by advice fees only and not by commissions from product sales- our advice on retirement plan suitability is neutral and to Fiduciary standards.