Retirement Plan Services

At Topel Forman Wealth Management we offer comprehensive 401(k) plan services for businesses. Our retirement plan strategies are built to align with your company’s goals, ensuring compliance, optimizing tax advantages and simplifying plan administration.

We will help make retirement savings accessible for your employees and make the process streamlined for you. From plan set up and investment selection to ongoing management and employee education, our team will handle the details so you can focus on your business.

Our Services

Personalized Plan Design
There are several different options when it comes to setting up a retirement plan. We customize the plan design based on the business and business needs.

Fiduciary Consulting
Levels of fiduciary coverage can be complicated. We will walk you through the process and help you understand the risks involved at each fiduciary level you might choose.

Investment Elections
Investment lineup creation to give your employees the suitable options available to create a diversified portfolio that meets their retirement objectives.  

Plan Participants, Education, and Enrollment
We understand employees are the heartbeat of your company and we make enrollment easy and education accessible.