Our Business Planning Services

Group 401K Plans

Providing retirement plan benefits to employees becomes more complicated every year. The recent Department of Labor ruling has added a new list of regulations that employers must now follow. At Mosaic Wealth Solutions, we can help plan sponsors – large companies or small businesses – sort through the rules to design a plan that seeks to help them retain and incentive their employees. We have extensive relationships with a variety of 401K plan carriers. With our experience and specialty skills we can match your business with an appropriate carrier, whether you are a new start-up plan or a large plan looking to maximize effectiveness.

Business Planning

At times, owning and managing a business is not only challenging, it’s downright overwhelming. It’s imperative that entrepreneurs have Advisors they can call upon when faced with orchestrating a succession plan or buying or selling a company. Mosaic Wealth Solutions offers you a resource for all of your business planning needs and gives you the freedom to concentrate on managing your business.