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Business
Retirement Plans

Get a retirement plan that’s right for your business.

Are you looking to maximize your retirements savings, take advantage of the tax breaks, or simply offer a great benefit to your employees? Then implementing a retirement plan at your company is a great place to start.

Online access for plan oversight

Payroll provider integration options

Year-end preparation and support

1099-R and Form 5500 preparation

It’s easier than you might think.

Our goal is to make building (or transferring an existing plan) as easy as possible. That way you can focus on running your business, and not worry about your retirement plan.

Free Consultation

Retirement Plan Comparison

Benefit/Feature

SEP IRA

401(k)

Simple ira

Contribution limits

$61,000

$20,500

$14,000

Required employer match

No

Maybe

Yes

Required employee contributions

No

No

No

Vesting of employer match

Always 100%

Graded over time

Always 100%

Limit employee participation

Yes

Yes

No

Employee loan option

No

Yes

No

Employee hardship withdrawal

No

Yes

No

Mike Dunlop, CFP®

Partner, Financial Planner

Travis Martinek, CBC®

Partner, Retirement Benefit Consultant

One of our core principles is keeping fees low.

The Department of Labor states that excessive fees can rob as much as 28% of your retirement assets. That's why it's crucial to keep your retirement plan fees as low as possible.

Learn about pricing

It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

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It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

BENCHMARK FINANCIAL, LLC (“BENCHMARK FINANCIAL”) is a registered investment advisor offering advisory services in the State[s] of IOWA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, BENCHMARK FINANCIAL, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. BENCHMARK FINANCIAL does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall BENCHMARK FINANCIAL be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if BENCHMARK FINANCIAL or a BENCHMARK FINANCIAL authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Copyright 2021

At Benchmark Financial, we aim to educate as much as advise. Here is our database of recommended books, videos, and terms to further educate yourself.

No matter who you are, we will work with you.

Young Professional

This option usually suits younger individuals that have just entered the work force.

Employer 401(k) Analysis

Employer Insurance Analysis

Student Loan Repayment

Housing & Car Purchases

Debt Management

Investment Strategies

Savings Strategies

Emergency Fund

Budgeting

Established career

This option is best suited for those who are in a mid-life stage, that have been working for roughly a decade.

Kids College Planning

Retirement Planning

Tax Strategies

Insurance Planning

Investment Managment

Emergency Savings

Vacation Home Buying

Charitable giving

Caring for aging parents

Rental Properties

Estate Planning

Retiree / Pre-Retiree

This option is for those who are reired, or close to retirement, and may have a more complex financial picture.

Retirement Planning

Social Security

Medicare

Estate/legacy planning

Insurance Planning

Budgeting

Debt management

Charitable giving

Investment Management

At Benchmark Financial, we aim to educate as much as advise. Here is our database of recommended books, videos, and terms to further educate yourself.

Pricing / Fees

Financial Planning Projects

A project based financial plan is charge as a flat-dollar fee. This fee may vary depending on the complexity of your situation, and can be broken up into separate payments for your budgeting purposes.

$1,500 - $4,000

One Time Fee

Ongoing wealth Management

Wealth management allows for an ongoing relationship where we meet at regular intervals throughout the year and discuss relevant topics.

Total personal assets

Annual
Advisory Fee

$0 - $500,000

0.85%

$500,001 - $1,000,000

0.75%

$1,000,001 - $2,000,000

0.65%

$2,000,001 - $5,000,000

0.45%

$5,000,001 - $10,000,000

0.35%*

$10,000,001 - $25,000,000

0.20%*

Comprehensive, holistic financial planning.

DISCOVER

We dive into your needs, aspirations,
and financial situation.

Indentify

We clarify your goals and financial data.

Analyze

We assess whether the current course of action will achieve your goals. 

DEVELOP

We create and communicate your
financial plan and ongoing strategies.

implement

We put your plan into action based on our professional recommendations.

monitor

We continue to track your plan and
make adjustments when life happens.