Corporate Retirement Plans
Retirement Plans for Your Business
Shepherd Financial Partners offers comprehensive corporate retirement plans tailored to your organization’s needs. We help individual business owners design and implement robust retirement plans, including 401(k)s, profit-sharing plans, and cash balance defined benefit plans. Our specialists also help to carefully craft plans to assist business owners with utilizing retirement plans as a creative exit strategy.
Retirement Plan Services guidance
Our guidance extends to assisting trustees in managing fiduciary responsibilities, offering trustee and participant education, and providing credentials as a co-fiduciary to enhance quality and confidence in managing a retirement plan for your organization.
We provide continuous support to help your retirement plan remain effective. Our team will benchmark against industry standards and make necessary adjustments to keep the plan aligned with your organization’s evolving goals. With Shepherd, your corporate retirement plans are in capable hands, supported by personalized guidance every step of the way.
Explore how our services provide impactful guidance on evaluating and
creating retirement plan offerings for your company.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
Past performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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