Our Approach

For Your Business

Our Retirement Plan Services Team works with business owners and plan sponsors to design, implement, and monitor employer-sponsored retirement plans that fit their unique needs and goals. We also work with plan participants to help them retire on their terms with dignity.


First we listen. We work to understand your business to determine what matters most in a retirement plan. We’ll continue to reevaluate as your business grows.


We offer experienced insight in designing retirement plans tailored to meet the unique needs of your business and your team.

  • 401(k) plans
  • 401(k) profit sharing plans
  • Simplified Employee Pension plans (SEP)
  • SIMPLE IRA plans
  • Safe-Harbor 401(k) plans
  • 457 plans
  • Defined benefit plans
  • Cash balance plans
  • Non-Qualified deferred comp
  • Employee Stock Ownership Plans (ESOP)


We work one-on-one to educate, engage, and enroll your employees, ensuring they understand their options and can maximize their benefits.


Life changes. We provide ongoing support to adjust your plan as your business evolves, with annual check-ins and personal assistance as needed.

Ready to Get Started?

We recognize that choosing a financial partner is not an easy decision. We would be glad to answer any questions you may have in determining whether Confluence Retirement Plan Services is the right fit for your business.

Ask an Advisor

We’re here to help. You can use this form to get timely answers from a financial advisor — or give us a call to get the guidance you need.

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