Clients of Marquis who also own businesses will sometimes need additional financial advice for their business. We are able to assist the business owner with the understanding and implementation of various employee benefits and retirement plans. Our areas of expertise include:

• SEP (Simplified Employee Pension) IRA
• SIMPLE (Savings Incentive Match Plan for Employees) IRA
• 401-k
• Defined Benefit and Contribution Plans
• HSA (Health Savings Account) administrators

Marquis will assist the business owner in the selection of the proper mix of employee retirement benefits for their company, based upon the owner’s objectives and the number of employees. We will then coordinate the creation and implementation of the selected benefit plan. Finally, at the request of the business owner, Marquis will agree to be retained as the financial advisor to the employees participating in the plan for an additional annual fee. For this fee, Marquis will manage each employee’s account in accordance with that employee’s personal objectives, investment horizon, and tolerance for risk. Additionally, Marquis will conduct an annual review of the retirement plan for all employees of the business, including annual contribution limits, and will answer any questions the employees may have during that meeting – all at the client’s place of business.