CORPORATE SPONSORED RETIREMENT PLANS

Support for You and Your Employees

Regardless of company size, everyone deserves the ability to look forward with confidence. Since the beginning, Y Advisory has empowered organizations nationwide, from small businesses to large enterprises, with financial security.

We take pride in offering high-quality workplace retirement plans that benefit both employers and their teams. Discover how we can customize the perfect solution for your retirement plan needs—whether it’s a 401(k) or other defined contribution plan, a defined benefit or cash balance plan, or a group solution like a multiple employer or pooled employer plan.

Cash balance plans blend high contribution limits of defined benefit plans with the flexibility of a 401(k), offering plan sponsors a valuable benefit for employees.

Reduced taxes – Corporate and personal tax savings can be significant.
Accelerated savings – Accounts grow through employer contributions and a guaranteed interest credit.
High contribution limits – Age-weighted contribution limits allow many high earners to double or triple their annual tax-deferred retirement savings.
Creditor and asset protection – Cash balance plan assets are protected from creditors in the event of bankruptcy or lawsuits.

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Retirement benefits for businesses of all sizes

"A retirement plan is one of the most valuable benefits an employer can offer, benefiting both the organization and its employees. We provide a range of retirement plans and services tailored to meet the needs of businesses of all sizes. Our team of retirement experts is ready to help you design and manage a solution that best supports your business and employees.

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Your plan, your way

Everyone deserves the opportunity to achieve financial security. That’s why we’re dedicated to helping millions save for a brighter future.

With Y Advisory, you and your advisor have the flexibility to create a customized plan tailored to your unique business needs and employees—both now and as your business grows. No matter the path you choose, our team of experts will be by your side, providing industry-leading knowledge and exceptional service every step of the way.

Optimize Plan Performance

A stronger retirement plan, financially healthier employees, better business outcomes.
We have the key programs and services to help you get there.

Consulting Services

We consult on every aspect of retirement, benefit and compensation plans—including fiduciary support, compliance and administration, executive and workforce compensation and much more.

Corporate Insurance Services

Life insurance plans owned by banks, corporations, insurance companies, and credit unions can serve as strategic financial tools designed to enhance talent management strategies.

IRA Products and Solutions

Whether it's administration, documents, education, consulting, or anything in between, we'll help you keep your IRA program up to date and thriving.

Trust & Custody Services

We offer comprehensive trust and custodial services that provide an integrated solution to increase efficiency in managing plans and assets.

Nonqualified

Nonqualified deferred compensation (NQDC) plans are a powerful tool for attracting and retaining talent. Plus, these plans allow employers to offer supplemental retirement benefits to key employees, while giving employees more flexibility and control over their income and taxes.