by Vision Wealth Partners

Josh Weszka, CFP®, CPFA®, AIF®, and partner, presents six key features to consider when designing a corporate retirement plan.

“A unique strategic plan design tailored to a specific industry and region can and should create enhanced benefit options for owners and key employees. It can also help attract and retain employees for corporate growth and success. But, it’s important to pick the right plan for the right reasons and understand how the financial commitments being made to the employees can impact the business long term.”

Learn more by watching the video.

###

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. All indices are unmanaged and are not available for direct investment by the public. Past performance is not indicative of future results.

All indices are unmanaged, and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses.