Serving companies large and small.

Skyline Advisors offers Qualified Retirement Plans to companies which help business owners and employees prepare for their financial future. Take advantage of this opportunity to participate in the building of your retirement nest egg and reward your employees for their hard work and commitment.

Why have a Company retirement plan? The four “Rs”
  • Reason 1

    Recruit valuable people.

  • Reason 2

    Retain them long term.

  • Reason 3

    Reward them for hard work.

  • Reason 4

    Retire them by empowering their financial future.

What are the benefits?

Qualified Retirement Plans offer a tax-advantaged way to save for your retirement. Tax advantages include tax-deferred investment growth, tax-free withdrawals in the case of a Roth 401(k), and the availability of a Saver’s Tax Credit. Your company can write-off start-up costs and avoid FICA taxes on certain types of contributions. You and your employees will have access to a Fiduciary Financial Advisor who can provide financial advice and financial planning services. Skyline Advisors offers one-on-one help, company educational meetings and in-depth reporting. Skyline Advisors has access to a wide variety of investment platforms and can tailor a plan that meets your unique needs.

Skyline Advisors offers managed portfolios so your employees have a one stop solution to their retirement needs. We screen and select only the best investment options for your retirement plan and can offer low cost funds that put more money in your pocket.

What are the costs?

Skyline Advisors will select a Plan Platform that will meet the cost and benefit requirements of our clients. We work with pension administrators and benefit consultants to build a plan to your specifications. Your cost structure will depend on the customization, investment selection and amount of assets managed. Please contact Skyline Advisors for more information.

What Plans are available?
  • 401(k) Plans
    • Roth & Traditional 401(k) Plans
    • New Comparability 401(k) Plans
    • Safe Harbor 401(k) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans