Vision Wealth Partners

A Guide to Corporate Retirement Plan Design


January 18, 2023


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by Vision Wealth Partners

Josh Weszka, CFP®, CPFA®, AIF®, and partner, presents six key features to consider when designing a corporate retirement plan.

“A unique strategic plan design tailored to a specific industry and region can and should create enhanced benefit options for owners and key employees. It can also help attract and retain employees for corporate growth and success. But, it’s important to pick the right plan for the right reasons and understand how the financial commitments being made to the employees can impact the business long term.”

Learn more by watching the video.


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