Retirement plans that empower your workforce and business.

Confluence Retirement Plan Services helps employers navigate the complexities of retirement plans with clarity and confidence. Our team helps build plans that will support organizational goals while empowering employees to prepare for a secure financial future. From plan selection to ongoing oversight, we provide strategic guidance every step of the way. Whether you are starting a new plan or looking for more from your existing plan, Confluence Retirement Plan Services is a partner you can rely on.

Services for businesses and employer-sponsored retirement plans

Employer Sponsored Retirement Plans
  • 401(k) Plans
  • Simplified Employee Pension Plans (SEP)
  • Simple IRA Plans
  • 403(b) Plans
  • 457 Plans
  • Defined Benefit Plans
  • Cash Balance Plans
  • Non-Qualified Deferred Compensation (NQDC)
Business Solutions
  • Buy/Sell Structure
  • Key Person Insurance
  • Corporate Cash Management
  • Liquidity and Investment Management
  • Check Writing

Enhanced retirement plan benefits with no additional cost.

Empowerment through education.

We believe that informed employees make smarter financial decisions, helping lead to greater retirement security and overall financial well-being. Our education programs help to empower your team with the knowledge they need to maximize their benefits, plan for the future, and feel confident in their financial choices.

Personalized support for financial confidence.

We provide hands-on, personalized interaction to help employees navigate their retirement journey. With both in-person and virtual support from our dedicated employee meeting team, we offer retirement readiness evaluations and external asset reviews working to ensure every individual has the tools and knowledge to plan for a secure future.

Communication to encourage participation.

Our participant communication strategy helps employees stay informed and engaged through multiple channels such as webinars, videos, and emails that foster connection and understanding. Dedicated sponsor resources also enhance plan awareness and can drive higher participation, helping make retirement planning more accessible and effective than ever.