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Strada Financial

ERISA Retirement Plans

Managing the complexities of ERISA and your fiduciary duty can be daunting for any employer; especially so for employers with less than 100 employees. Our team includes an Accredited Investment Fiduciary® and we can help you create and maintain a fiduciary file so that you can be prepared for any regulatory action that comes your way. We can also serve as a 3(21) or 3(38) fiduciary for your plan, while being available to meet directly with your employees, on site, up to 4 times a year.

Non-Qualified Retirement Plans

Sometimes the difference in being able to hire and retain top quality talent are the benefits above and beyond what may be available to the rank and file employee. NQ Retirement Plans are a great way to provide these benefits to the HCE (highly compensated employees) in your company. Some examples of NQ Plans include:

  • Deferred Compensation Plan
  • Executive Bonus Plan
  • Split-Dollar Plan
  • Group Carve-Out

Business Continuity

Today’s business environment poses unique challenges to the growing and transitioning business owner. Partnership agreements, buy/sell arrangements, key person insurance, and estate considerations require solutions tailored to each business and business owner. We can help you plan for the most optimal outcome for you, your family, and your business.