Business Retirement Planning

A well-designed employee retirement plan is good for you, good for your employees, good for your business, and it can attract better, more loyal talent. But managing your own 401(k) plan or creating a cash-balance pension plan can be overwhelming, even for the most experienced plan sponsor.

To help you cover all the bases, our team offers a wide variety of consulting services designed to help owners of small- to mid-sized businesses optimize your company retirement or pension plan to generate positive outcomes.

While every business has different needs, these are some of our most requested services:

Third-Party Administrators

Help evaluate independent, third-party administrators (TPAs) that offer open investment fund architecture and fee transparency.


Employee education to help boost plan participation.

Professional Recommendations

Recommend a menu of investment funds that include diversified asset classes and no load fund families.

Continually Monitored

Ongoing monitoring of fund performance, and specific recommendations for changes based on shifts in the market and evolving product offerings.

Risk Management

Minimize the potential of plan sponsor liability.

As partners in your success, we even sign on as a co-fiduciary to your plan. Working together, we help drive the success of your plan—for your business and your employees.

Please Note: The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Neither Market Street, nor any of its employees, serves as an attorney or accountant. Accordingly, neither Market Street, nor any of its employees, prepares estate planning documents or tax returns.

Let Us Help

Take your first step toward a stronger, simpler financial future with our Business Retirement Planning Services, by reaching out to our team and get started today.

Talk with an Advisor