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  • 847.250.5693
  • 115 W Orchard Street
  • First Floor
  • Itasca, Illinois 60143

401(k) Plan Sponsorship

As a small business owner, your ability to succeed depends on the hard work and talent of your best employees. To attract and keep these employees, you have to offer a competitive benefits package that addresses their wants and fits your budget. For decades, Schoen Financial Advisors has been helping Chicago’s small business owners navigate the sometimes confusing world of 401(k) plan sponsorship. 

We help our clients to:

  • Understand their duties and fiduciary responsibilities and limit their liability.
  • Identify the funds and products best suited to the needs of their company and their employees.  
  • Reduce the amount of time and resources devoted to plan management.
  • Educate employees through regular workshops and no-cost one-on-one consulting.  

Because we are a completely independent firm, we are not limited to the funds offered by a particular broker. We give you a wide range of options and can help you find creative strategies for developing an attractive, cost-efficient 401(k) plan. 

Click here to learn more about Business Succession Planning.