Employers

Latitude simplifies the path and effort of employers to establish an effective retirement plan. When you partner with us, you get an advocate for your retirement plan, ensuring proper maintenance and ease of operation.

We’re experts at plan design

and support virtually every type of benefit plan.

We’re experts at plan design and support virtually every type of benefit plan.

The key is to determine which one best suits your business and your needs. We do this by getting to know you and by getting a real understanding of your goals and objectives. Once we’ve defined the right plan for you, we‘ll manage the process every step of the way, creating the required documents and forms needed to secure Internal Revenue Service qualification of your plan.

Whether you have…

A startup company

with a handful of employees

A mature company

with hundreds of employees

we can help you create a plan that optimizes retirement savings and tax benefits.

Take advantage of our expertise. Let us help you solve the retirement plan puzzle.