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Business Retirement Plan

Retirement Plans for Business

Your 401(k) provider hasn’t called you since the day you signed the paperwork.

Most company retirement plans get set up once and quietly neglected forever after. Fees creep. The fund lineup goes stale. Employees squint at a login they don’t understand and contribute too little to matter. And the legal responsibility for all of it sits squarely on you as the plan sponsor — whether anyone bothered to tell you that or not.

Running a good plan is a real job, and it’s not the one you started the company to do. So we take it on: building a plan that fits your team, keeping the fees and fiduciary duties honest, and — the part many providers skip entirely — actually sitting down with your employees so the benefit you’re paying for is one they understand and value.

A strong plan helps you keep good people and retire well yourself. Let’s build one that works for the whole company, owner included.

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Ben Gleneck, CFP® | Dir. Corporate Retirement Consultants
Ben Gleneck, CFP® | Director of Corporate Retirement Consultants

Alphabet Soup of Professional Credentials

Our advisors hold nationally recognized financial, investment, and accounting designations that reflect rigorous education, experience, and ethical standards. CFP®, CFA, CPA, BFA™, EA, CRPS®, AIF®, ChSNC®, FPQP®

Meet the Team

Retirement used to be done for your employees.
Now they have to do it themselves.

We help employers build a plan their people understand, and one they can stand behind.

Service

One person who knows your plan

A dedicated director who reaches out before you have to ask.

  • A yearly benchmark of fees, design, and funds
  • Year-end plan design recommendations
  • Employee education in plain language

Liability and plan design

A responsibility we help you carry

A well-designed plan, and a record of how and why each decision was made.

  • An investment policy, meeting minutes, and a plan file kept current
  • You choose how much to hand off, and your agreement spells out what we are responsible for
  • Match, enrollment, and defaults built around your people

Performance

How we choose investments

Every fund is scored the same way and reviewed every quarter.

Price

What it costs, and how you’ll know it’s fair

Every fee in writing, checked against comparable plans each year.

  • Ours, your recordkeeper’s, and the funds’, all disclosed
  • A flat fee, a percentage of assets, or both
  • An independent benchmark report each year, walked through with you

Nationally Recognized

Newsweek: America’s Top Financial Advisory Firms 2026
USA Today: Best Financial Advisory Firms 2026

*On 11/19/25, TVAMP was named by Newsweek and Plant-A Insights Group as one of “America’s Top Financial Advisory Firms” for 2026. This award is based on a combination of short-term and long-term data, as well as other criteria. Short-term data covered the periods September 2024 – September 2025, while long-term data covered the periods September 2020 – September 2025, respectively. No compensation was provided to Newsweek to obtain inclusion on the list, but there is a licensing fee to utilize the Newsweek logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found here.

**On April 15, 2026, TVAMP was recognized as one of the “Best Financial Advisory Firms 2026” by USA Today and Statista Inc. The award is based on data and methodology developed by Statista Inc. evaluated through January 2026, including AUM growth over the 12 months from January 2025 – January 2026 and longer-term growth from 2021 – 2026. The firm did not pay a fee to be considered for or receive this award; however, it pays a licensing fee to use related promotional materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found here.

Knowledge Hub

Insights for Business Owners

Retirement Plans

Flowchart: Should You Set Up a Traditional 401(k) for Your Business?

The right retirement plan can support your employees and your own financial future. Download this flowchart to compare options based on your savings goals, contribution flexibility, and administrative needs.

Get the Flowchart
More Resources