401(k) & Corporate Retirement Plan Guidance for South Carolina Businesses

Strengthen your company’s retirement plan with fiduciary oversight, lower complexity, and better outcomes for your employees.

Three people at an outdoor cafe looking at a phone. The woman points at the screen, smiling.

Build a Retirement Plan That Protects Your Employees and Your Business

A strong retirement plan helps attract talent, retain loyal employees, and reduce your stress as a business owner — but managing a plan alone can feel overwhelming. We guide you through choosing the right plan structure, building a high-quality investment lineup, and staying compliant with your fiduciary responsibilities. From fee reviews to employee education, we help you create a retirement benefit you’re proud to offer. Serving companies across Spartanburg, Greenville, Landrum, Campobello, Tryon, Gaffney, and Union, our support gives you clarity, confidence, and more time to focus on running your business.

How We Help

Strategies to Strengthen Your Company’s Retirement Plan

Black fern frond in the upper left corner on a white background.

401(k) Plan Design & Setup

We help you determine the most appropriate plan for your business — whether that’s a 401(k), SIMPLE IRA, SEP, or other structure. You’ll understand contribution limits, employer match options, and how each plan affects both your business and your employees. Our guidance makes setup or transition seamless, even if you’re moving from an existing provider. With the right plan in place, you offer a benefit that supports your team and your growth.

Black fern leaf in the upper left corner on a white background.

Fiduciary & Compliance Support

We help you stay compliant with ERISA rules, Department of Labor requirements, and ongoing fiduciary responsibilities. You’ll understand key tasks like plan reviews, investment monitoring, and documentation. Our oversight reduces your fiduciary risk and frees you from the stress of managing complex regulations alone. With clear guidance, you protect your business and the employees who rely on you.

Black fern leaf illustration on white background.

Investment Lineup Optimization

We review your current investment options and recommend high-quality, diversified choices that support long-term employee outcomes. You’ll gain clarity on fees, performance metrics, and whether your lineup aligns with your company’s values — including optional BRI fund choices when appropriate. This creates a stronger, more meaningful benefit for your employees. With ongoing monitoring, your investment menu stays aligned with best practices.

Black fern illustration in the upper left corner.

Employee Education & Support

We provide workshops, enrollment meetings, and one-on-one guidance to help employees understand and maximize their benefits. You’ll see higher participation, better savings habits, and more appreciation for the plan you’re offering. This support fosters trust between you and your team while improving overall plan health. With clear, accessible education, your employees feel empowered and valued.

Green palm fronds in varying shades.
  • How do I choose the right retirement plan for my business?

    We evaluate your goals, employee demographics, budget, and long-term vision. This helps us recommend the plan structure that fits your company best.

  • Can you help reduce plan costs?

    Yes. We review administrative fees, investment expenses, and provider costs to identify opportunities for savings without sacrificing quality or employee support.

  • What are my fiduciary responsibilities as a plan sponsor?

    You’re responsible for acting in the best interest of your employees, monitoring investments, reviewing fees, and keeping proper documentation. We guide you through these tasks and share the fiduciary load.

  • Do you offer BRI investment options for retirement plans?

    While not required, we can incorporate biblically responsible investment choices for employers who value alignment with Christian principles. These options remain diversified and performance-focused.

  • How do you support employees directly?

    We offer group education, enrollment support, and individual consultations. This helps employees understand their options and feel confident participating in the plan.

Corporate Retirement Plan FAQs