Retirement Plan Advisory Services – Overland Park (KS)

Businesses in Overland Park and across Kansas understand the importance of providing a complete employee benefits package to attract and retain talent. Most offer a variety of insurance benefits (medical, dental and disability), paid time off (PTO), a retirement plan and tuition reimbursement amongst others. Most candidates and employees expect certain benefits to be offered. In fact, in a recent AARP survey, 96% of registered voters aged 25 and older indicated having a workplace retirement savings plan is important in helping them save for retirement. These findings demonstrate the need for organizations to ensure a retirement savings plan option is available.

Yet many Overland Park and Kansas companies do not offer a plan because of the time, cost and complexity involved in the selection, set up and administration process. Others have retirement plans available to their teams but are unhappy with the performance or level of service available from their provider.

When management makes the decision to start a new plan or switch recordkeepers, TPAs or advisors, there are many offerings with different features and investment options. It can be difficult to know the difference between each and which is the right option based on company needs and fee requirements. For this reason, it is essential to work with a qualified advisor to guide you through the process.

Retirement Plan Vendor Selection & Consultation – Overland Park (KS)

Adams Brown Wealth Consultants has significant experience working with companies in Overland Park and across Kansas with 25-500 employees. Our team has years of experience helping companies evaluate plan options to determine the best fit for the organization. This process starts with a review of your current plan – if you have one – that benchmarks your funds, fees and fiduciary risk against others in your industry.

Beyond plan set-up, we also provide ongoing support including investment evaluation and annual on-site consultation for business owners as well as employees. Whether you are looking to establish a new plan or convert your existing plan, our team stands ready to assist.

Findings from a recent AARP survey of registered voters ages 25 and older:

99.7%

said it’s important for people to be able to save money for retirement while working.

65%

said they’re participating in a workplace retirement savings plan.

81%

of respondents aged 45+ wish they had more money saved for their retirement years.

Overland Park Retirement Plan Solutions

401(k)
403 (b)
457 plans
Deferred Compensation
College Plans (529)
Estate Plans
Executive Compensation (buy, sell, key man insurance, defined benefit)
Profit Sharing Plans
Employee Stock Ownership Plans
Cash Balance Plans
Defined Benefit Plans

Map of Overland Park (KS)

About Overland Park (KS)

With its strategic location at the crossroads of major highways, Overland Park has become a magnet for diverse industries, including technology, finance, healthcare and telecommunications. This accessibility has attracted a wide array of businesses, from small startups to Fortune 500 companies, seeking to capitalize on the city’s advantageous position for commerce and distribution.

At the heart of Overland Park’s business community is a spirit of collaboration and innovation. The city boasts a robust network of coworking spaces, business incubators and accelerator programs that foster creativity and entrepreneurship. These hubs of innovation have given rise to tech startups, cutting-edge research facilities and forward-thinking enterprises, solidifying Overland Park’s reputation as a hub for innovation in the region.

The city’s commitment to education further fuels its thriving business environment. Overland Park is home to renowned educational institutions, including the Johnson County Community College and satellite campuses of major universities. These institutions provide a skilled workforce and offer continuing education opportunities, ensuring a steady stream of talent for the city’s businesses.