Employer Sponsored Plans
For business owners, an employee-sponsored retirement plan is more than a perk—it’s a strategic business decision. A well-designed plan can help you attract and retain top talent, manage costs, reduce risk, and support your own long-term financial goals. At Collier Wealth Company, we partner with business owners to design, manage, and oversee retirement plans that are efficient, compliant, and aligned with your company objectives—without adding administrative stress.
Strategic Plan Design
Structure your plan to balance employee benefits, tax efficiency, and owner outcomes with tailored contribution strategies and plan features.
Investment Oversight & Due Diligence
We select, monitor, and review investment options, including fee analysis and QDIA strategies, to help you deliver long-term results while meeting fiduciary standards.
Employee Education & Engagement
Provide clear, structured education programs and enrollment support so employees understand and participate in the plan effectively.
Fiduciary Guidance & Risk Management
Navigate your ERISA fiduciary responsibilities confidently. We provide processes, documentation, and oversight to help reduce liability.
Vendor Evaluation & Coordination
Ensure your recordkeepers, TPAs, and other service providers are cost-effective, high-performing, and aligned with your business needs.
Ongoing Compliance & Governance
Stay ahead of regulatory changes with continuous plan reviews, updates, and governance support, helping you maintain compliance and peace of mind.