Corporate Retirement Plans

Extensive Experience and True Commitment

Ennea Wealth Solutions provides comprehensive retirement plan services to corporations. Our experiences in this unique area of the marketplace dates back to 1994 as the retirement plan industry was just beginning to evolve. Over the years, this marketplace has changed tremendously and continues to evolve as employers seek to provide the best plan possible for their employees. Our commitment to excellence in this marketplace has made us a trusted advisor to our clients.

Pursuing Plan Success

We listen to our client’s needs and help identify what options are suitable for both themselves as well as their employee base. We counsel our clients on plan design, integration, and cost savings recommendations. We utilize industry benchmarks to help our clients understand where they rank against other plans of their size and help identify areas of improvement.

Our Process

  • Needs assessment of both employer and employees.
  • Analysis of current plan.
  • Human Resources integration.
  • Plan design consulting including:
           Roth deferrals
           Auto Enrollment
           Auto Escalation 
  • Holistic employee communication and education campaigns.
  • Individual plan participant consultation.
  • Retirement Plan Benchmarking
           (Using comprehensive fi360® technology)

Additional Services

Our experience is not just limited to qualified retirement plans. In many cases, a 401(k) is not a good fit or doesn’t totally meet the needs of the employer. Ennea Wealth Solutions is active with other types of retirement plans which can benefit our clients. These include:

  • Simple IRA Plans
  • Cash Balance Pension Plans
  • Non-Qualified Deferred Compensation Plans