CLA can help you reduce taxes and increase employee satisfaction with tailored and comprehensive retirement and profit sharing plan.
What’s on your mind?
- Attracting and retaining staff with competitive benefits
- Obtaining competitive plan options at a reasonable price
- Integrating information with the payroll platform
- Ensuring efficient plan operations
- Selecting the right variety of investment options for your workers
- Educating employees on plan choices and motivating them to participate
Experience our client-focused approach
We understand that helping your staff become ready for retirement is an important goal. That’s why we offer a comprehensive outsourced retirement program to:
- Motivate your employees to participate
- Educate them on the plan, their choices, and investment topics
- Empower them to make informed decisions
Our services are tailored to your company’s requirements, and provide the resources, materials, and online tools your staff needs to prepare for their financial future. You can benefit from flexible investment choices and the two-way link between our payroll software and the plan.
We regularly communicate with your plan’s trustees and serve as objective ERISA fiduciary advisors. We recommend customized strategies and are focused on keeping plans compliant from an investment, operational, regulatory, and fiduciary perspective. If needed, CLA can represent and support you through an IRS or Department of Labor (DOL) audit.
401k and profit sharing plan services
- Employer-sponsored retirement plan design and consulting
- Training and education for plan participants
- Investment services
- Outsourced payroll services, including payroll processing, reporting, and human capital management
- Representation and support in IRS and DOL audits
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CliftonLarsonAllen does not provide legal services.
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Article 2/23/20242024 Trends in Health Care, Life Science
Blog 2/21/2024A Software That Grows With Your Business
Article 2/13/2024Top 5 Trends Shaping the Senior Living and Care Industry in 2024
Blog 2/12/2024Building Financial Reports in Sage Intacct
News release 2/6/2024CLA Signs 16-Year Lease in Viking Lakes Campus
White paper 2/1/2024CLA Promise and Transparency Report
EventsSee All Events
Event 3/26/20242024 Denver Government and Nonprofit Training Academy
Event 3/24/2024 – 3/26/20242024 Senior Living 100 Conference
Webinar 3/21/2024Putting Cash to Work for Your Nonprofit
Webinar 3/20/2024HR Unboxed Series — Compensation Strategy
Event 3/10/2024 – 3/12/2024The NGA Show 2024
Event 2/22/2024 – 2/24/2024AMWC Aesthetic & Anti-Aging Medicine World Congress