Retirement Plan Services

About Retirement Plans

A retirement plan has many benefits for you, your business, and your employees. Retirement plans allow you to save and invest now for financial security when you and your employees retire. 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.

Planning for the Future

Key Benefits of Company Retirement Plans

Benefits for Businesses

Employers receive assistance in managing the complexities of sponsoring a workplace retirement plan.
Businesses engage in plan consulting that best fits their needs.
Retirement plans attract and retain better employees, strengthening continuity and reducing hiring and training costs.
Employers receive tax benefits.
Assets in the plan grow tax-deferred or even tax-free.
A simplified, unbundled approach allows the assembly of best-in-class service providers.

Benefits for Employees

Learn about investment and retirement plan options through one-on-one or group meetings.
Employees enjoy tax-advantaged savings and investing for retirement.
Convenient, automated savings are built up through payroll deductions.
Compounding interest over time allows small regular contributions to grow into significant retirement savings.
Retirement assets can be carried over from one employer to another.

Supporting Your Business & Employees

Retirement Plan Services at Regency

Retirement plans have many crucial benefits to both employers and employees. For business owners, managing an employee retirement plan can be a daunting responsibility. Working with Regency means that you and your employees can have peace of mind knowing that you are investing in your personal futures.

Our responsibilities include: