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Retirement Plans

Planning now, and for the future.

CoStaff offers a personalized approach to retirement planning, working with both companies and their employees to define their retirement goals and pursue the right plan to achieve them.

We provide options:
  • Employee-contributory only
  • Company matching, ongoing or discretionary
  • Safe Harbor 401(k) plans
  • Profit sharing plans
  • New Comparability plans

Plan participants can choose from a variety of fund options through
CAPTRUST Financial Advisors or another provider of their choosing.

Best of all, we handle everything:
  • Plan design and implementation
  • Employee enrollment
  • Employee questions and concerns
  • Payroll deductions and fund transmittal
  • Employee loans
  • Form 5500 filing to the IRS
  • “Top-heavy” testing

We work hard to plan with you today, so your employees can best plan for tomorrow.