Help your employees retire with confidence.

Every business has a unique approach to benefits, but the ultimate goal of helping employees meet their future retirement needs is the same.

Cabana Retirement Solutions and partners will work with you to evaluate your company’s needs and design a plan that fits your goals, simplifies education and administration concerns, mitigates your personal risk and increases employee satisfaction.

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Retirement Solutions

Our holistic retirement plan consulting practice covers these important areas:

Plan Consulting

Our in-depth, needs based plan consulting involves reviewing plan design to meet the needs of employees and the organization. We cover ongoing monitoring of plan, benchmarking of fees and evaluation of plan strategies.

Participant Enrollment

Face-to-face meetings are important in order to help employees understand and get the most out of the benefits being offered to them. This is why we offer to meet with employees in various settings from group and one-on-one meetings, to webinars focused on helping to educate and inform employees of their options when it comes to saving for retirement.

Fiduciary Services

Through our strategic partners, we can provide fiduciary services to reduce employer liability.

Retirement plans of all types:

  • 401(k)
  • Profit Sharing
  • 403(b)
  • 457
  • Simple IRA’s and SEP’s
  • Defined Benefit plans
  • Non-Qualified Deferred Compensation plans

We have established relationships with several record keepers and third party administrators (TPAs) to provide assistance with most types of retirement plans.

Schedule a Comprehensive Plan and Evaluation

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