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Employer-Sponsored Retirement Plan Solutions

Retirement Plans Built for Your Business

Retirement Plans Built for Your Business

Employer-sponsored retirement plans can take many forms, including 401(k) plans, SIMPLE IRAs, SEP IRAs, and other solutions designed for groups and sole proprietors. Chapman Wealth Management works with business owners to evaluate the available options and select a plan that aligns with the goals of the company and the people it serves.

Whether you are starting a new plan or reviewing an existing one, our team can help you compare plan features, understand implementation considerations, and coordinate the details along the way.

Our Approach

Every business is different. We take time to understand your goals, your workforce, and the level of support you need so we can help identify retirement plan solutions that are practical, thoughtful, and easier to manage.

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What We Can Do For You

Supporting Your Employees’ Financial Future

A retirement plan is more than an employee benefit. It is a way to help your team take meaningful steps toward their financial future. We help make the plan easier to understand, from enrollment to ongoing participation.

Our focus is to give employers a plan that is organized and purposeful while helping employees feel more informed about their choices.

A Resource for Business Owners and Plan Sponsors

Managing a retirement plan involves plan design, employee communication, provider relationships, fiduciary considerations, and ongoing reviews. Chapman Wealth Management helps bring those pieces together with practical guidance and support.

Our Business Retirement Plan Development service includes:

Plan evaluation and design: Review available retirement plan options, including 401(k) plans, SIMPLE IRAs, SEP IRAs, and other solutions, along with considerations such as eligibility, contributions, employer match, vesting, Roth features, loans, and automatic enrollment.
Provider coordination: Help you evaluate plan providers, service models, and implementation needs.
Investment support: Provide guidance on investment menu considerations and ongoing reviews.
Employee education: Offer resources and meetings to help employees understand the plan and their options.
Ongoing support: Serve as a resource for business owners, HR teams, and employees as the plan evolves.

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