Business Retirement Services

Modera personnel have more than 35 years of experience working in local communities to help small business owners plan and prepare for their future. We take the time to understand your unique and evolving needs working with you to help design a retirement plan offering that provides you with the tools to recruit, reward and retain great employees.

Our non-biased, fiduciary approach gives you the assurance that there are no ulterior motives. We provide straightforward and easy-to-understand advice with a clearly defined path forward. We have experience working with SEP, SIMPLE, 401(k), and cash balance plans. Our goal is to help you implement the best plan to fit your needs, for both today and tomorrow.

Breaking the cookie-cutter mold for retirement plan advice.

Benefit from Modera’s ongoing support, including:

  • Monitoring, selecting and replacing the plan’s investment options as deemed appropriate
  • Development and maintenance of the plan’s Investment Policy Statement
  • Annual plan review meeting with the business owner and leadership team
  • Group employee education and enrollment meetings

Learn how to minimize your investment liability by hiring the right ERISA investment manager: