Retirement Plans

Whether it be an existing plan or a new plan, we have the knowledge and experience to guide you through the complicated retirement plan process. Regency is here to serve you and your participants.

Why have a company retirement plan?

A retirement plan has many benefits for you, your business and your employees. Retirement plans allow you to invest now for financial security when you and your employees retire. As a bonus, you and your employees get significant tax advantages and other incentives. According to the IRS, some of the benefits include:

Business benefits

Employee benefits

Open Architecture (401k) Plan Structure

Why Regency?

Retirement plans have many crucial benefits to both employers and employees. For business owners managing the retirement plans that your employees are counting on can be a daunting responsibility.

The Regency Difference

Decades of Experience

Regency’s team consists of financial professionals who are committed to demonstrating our high standards of service and true value in every client interaction. Our comprehensive financial expertise and real-world experience guides and informs our every decision and suggestion to our clients.

Focused on Relationships

Founded on the vision of relationship-driven advisory services, we endeavor to build lasting relationships with our clients. As appropriate, Regency will introduce you to unaffiliated professionals or coordinate with your existing professionals, to help you implement your financial plan.

Driven by Value

We differ from typical brokers by adopting a fee-based model, rather than one based on commissions and sales-driven motivations. Because our solutions are based on a reasonable and transparent fee, our advisory services are motivated by what’s best for our clients, not a third-party interest.

Ready to Own Your Future?
Whether it be an existing plan or a new plan, we have the knowledge and experience to guide you through the complicated retirement plan process. Regency is here to serve you and your participants.