Business Retirement Services

Parsec has more than 35 years of experience working in local communities to help small business owners plan and prepare for their future. We take the time to understand your unique and evolving needs by designing a retirement plan offering that provides you with the tools to recruit, reward and retain great employees. 

Our non-biased, fiduciary approach gives you the assurance that there are no ulterior motives. We provide straightforward and easy-to-understand advice with a clearly defined path forward. We have experience working with SEP, SIMPLE, 401(k), and cash balance plans, and will ensure we implement the best plan to fit your needs, for both today and tomorrow.

Breaking the cookie-cutter mold for retirement plan advice.

Benefit from Parsec’s ongoing support, including:
  • Monitoring, selecting and replacing the plan’s investment options as deemed appropriate
  • Development and maintenance of the plan’s Investment Policy Statement
  • Annual plan review meeting with the business owner and leadership team
  • Group employee education and enrollment meetings, including participant-level advice
  • Proxy voting
Why should you choose Parsec?*
*Data as of June 30, 2020, including balance forward, daily valuation, cash balance, SEP plans and SIMPLE plans

Parsec's Business Retirement Services Team

Senior Financial Advisor | Director of Business Retirement Services
Client Service Specialist
Financial Paraplanner Qualified Professional™

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Using Our 40 Years of Excellence to Help Define Your Path Forward

Get in touch with a Parsec Financial representative at an office near you.

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