Employer Sponsored Plan Creation & Optimization

Empower Your Team

Tailored Solutions for Your Team's Financial Future

We understand the importance of employer-sponsored retirement plans in attracting and retaining talent while keeping financial security for employees. Whether your business is new or well-established, we conduct an in-depth review of your operations to identify the best plan for your situation.

We specialize in 401(k)s, Owner Only 401(k)s, Multiple Employer Group Plans and Profit Sharing plan implementation, tailoring these options to meet the specific needs of your business. Additionally, we offer expertise in SIMPLE IRAs, SEP IRAs, Multiple Employer Plans, Cash Balance Plans, ESOPs, and more, catering to businesses of all sizes.

As part of our commitment to excellence, we provide a free review of your current plans for general input and benchmarking, helping you stay competitive in your industry.

Our ongoing review and benchmarking process guides your plans towards sustained success. We work closely with vetted Third-Party Administrators (TPAs) for constant refinement, expert benefit package providers, and your HR department so that your plans are consistently in line with your business’ goals and objectives.

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Tailored Employer Plans

Every business, whether new or established, receives a thorough review of operations to identify the best plan. 

Diverse Plan Offerings

From 401(k) plans and Simple IRAs to Multiple Employer Plans and Cash Balance Plans, our expertise identifies and implements the right plan for you and your team.

Comprehensive Plan Review

Curious about your current plan? We offer free benchmarking analysis and plan formation review to diagnose areas of concern and advancement while giving you the piece of mind you deserve.
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Enrich Your Employees

Maximize Your Team's Potential with Van Diest Capital

Promote your business’s prosperity, attract and retain top talent with Van Diest Capital’s guidance.

By maximizing tax advantages and offering competitive benefits, you can enhance your firm and elevate your employee benefits package to new heights.

Ready to Take Charge?

Embark on Your Financial Odyssey

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Please Note

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at those websites.
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