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.