Retirement & Executive Benefits

Attract, retain & reward employees at all levels of your organization

3 ways to get and keep your most valuable assets, your employees


How does your company attract, retain and reward employees?

What strategies can you implement toward achieving those goals? Consider these three offerings:

Qualified retirement plan consulting

  • 401(k) & 403(b)
  • Profit sharing
  • Cash balance

Non-qualified retirement plan consulting

  • 409A, nonqualified deferred compensation
  • §162 executive bonus
  • Split dollar
  • 457(b) & 457(f)
  • Golden handcuff

Executive benefits consulting

  • Supplemental, carve-out executive benefit life, disability, and long-term care insurance
  • Group insurance
  • Key person insurance

What are the benefits of a fiduciary review?

The team at Kaufman Rossin can help keep your retirement plan operating properly through a comprehensive fiduciary review focusing on these core areas:

Benchmarking investment performance

  • Costs and fees
  • Policy documentation
  • Investment options

Staying current on compliance

  • Statutory requirements
  • Failed test correction
  • Identifying missed deadlines

Identifying potential errors

  • Deferral timeliness
  • Provisional operation
  • Proper coverage

Recommending plan improvements

  • Match evaluation
  • Eliminate eligibility waiting period
  • Roth contribution option


How do you measure retirement plan success?

Companies typically use participation rate as a measurement of how successful their 401(k) plan is, but there is much more you should be factoring in to evaluate the effectiveness of your plan.

Annually assessing these key metrics will also help you identify strategies to help improve plan performance and better prepare employees for retirement.

  • Meaningful employee savings rates
  • Analysis of anticipated income replacement ratios
  • Appropriate asset allocation
  • Lower employee turnover
  • Higher attendance at financial wellness meetings and seminars
  • High plan participation rates


30 years and counting

We’re an independent member of Buckingham Strategic Partners, which has supported advisors since 1997. Buckingham serves over 1,700 retirement plan clients and manages over $4 billion in assets under advisory.

Partnering with Buckingham provides us with the resources and experience of a national partner, while maintaining the local support that allows us to focus on our clients’ needs and strive to provide service that exceeds expectations.

Let’s start a conversation.

§Investment advisory services offered by Kaufman Rossin Wealth LLC, an investment adviser registered with the U.S. Securities and Exchange commission. Reference to registration does not imply any particular level of qualification or skill.

Buckingham Strategic Wealth, LLC, a 3(38) Investment Manager, is an investment adviser registered with the U.S Securities and Exchange commission. Reference to registration does not imply any particular level of qualification or skill.

Tax advice and services offered by affiliate Kaufman Rossin CPAs and Advisors. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Insurance products and services offered through affiliate, Kaufman Rossin Insurance Services. Clients and prospects are encouraged to evaluate all options for insurance solutions.