Strategic Retirement Planning for Businesses
Strategic Retirement Planning for Businesses
At Strong Thompson Wealth Management LLC, we believe that a well-structured retirement plan is a cornerstone of both corporate stability and employee advocacy. Led by Cynthia Strong Thompson, a Certified Plan Fiduciary Advisor (CPFA©), we provide the established oversight necessary to manage complex plan requirements while empowering your workforce to pursue an independent future.
Institutional Retirement Services (Mid-to-Large Scale)
We specialize in providing high-level financial guidance for medium and large-scale enterprises. By leveraging our strategic network of plan providers, record keepers, and Third Party Administrators (TPAs), alongside the robust resources of LPL Financial Retirement Partners, we offer:
Fiduciary Consulting: Plan establishment consulting and ongoing Investment Policy Statement (IPS) development or review.
Investment Oversight: Comprehensive investment consulting and regular plan performance reviews.
Executive Advocacy: Specialized compensation arrangement reviews and personal financial planning for owners and key executives.
Employee Empowerment: On-site investment education workshops and financial wellness programming for your entire staff.
Corporate Continuity: Business succession planning, insurance analysis, and key-person benefit arrangements.
Small Business Retirement & Growth Strategies
Retirement solutions should never be discounted due to the size of a firm. From sole proprietors to growing teams, we provide multi-decade expertise in crafting plans seeking to optimize for small business agility. We can work with your tax or legal professionals or collaborate with our strategic network of tax and legal professionals to ensure your plan is as tax-efficient as it is effective.
Custom Plan Design Assistance: Tailored plan establishment and customized employee benefit structures.
Succession & Continuity: Strategic planning in seeking to ensure the long-term viability and eventual transition of your business.
Focused Wealth Management: Comprehensive financial planning and retirement distribution services for the business owner.
Risk Mitigation: Thorough insurance reviews and asset preservation strategies for the business entity.
A Proven Multidisciplinary Alliance
Navigating the regulatory landscape of ERISA and fiduciary duty requires a specialized team. Through our deep-rooted collaborative network of financial and legal professionals, Strong Thompson Wealth Management LLC provides the value-added solutions and technical guidance required to address complex corporate financial challenges.
This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, legal, recordkeeping, TPA or trust services. These entities and their services are not affiliated with LPL Financial and Strong Thompson Wealth Management.