Business Retirement Consulting Help your company offer a retirement plan that works for your team and for you, with consulting guidance from a Northern Virginia fiduciary. Home › Business Retirement Consulting Retirement Plans, Made Manageable Offering a competitive retirement plan can help you attract and keep talented people, but choosing and running one can feel complex. We provide guidance to business owners on plan options and ongoing support, and coordinate with your plan providers. What You Can Expect: Plan design guidance Investment menu support Ongoing plan review Support for owners and employees Fee-only, fiduciary advice Schedule a Meeting How We Support Your Plan We help you offer a plan with less stress. These are areas we focus on. Plan Design GuidanceWe help you weigh plan options, such as 401(k), SEP, and SIMPLE plans, to consider what may fit your business. Investment Menu SupportWe help you think through the plan’s investment lineup in coordination with your providers. Employee EducationWe help your team understand and engage with their retirement benefit. Ongoing Plan ReviewWe help you review the plan over time so it continues to serve your business and your people. A Plan Your Team Can Build On A strong retirement benefit is good for your people and your business. Let’s talk about options that could fit your company. Schedule a Meeting Why Businesses Choose KIRK 01Fiduciary, Fee-OnlyOur fee-only structure keeps guidance free of hidden conflicts and focused on your plan. 02Owner-Friendly GuidanceWe understand the realities of running a business. 03Coordinated SupportWe work with your providers so the plan runs smoothly. 04Modern Advice, Human JudgmentWe pair modern technology with an advisor who knows your business. Business Retirement Consulting Services Running a business means your company and your own finances are tied together. We help owners plan both sides at once, through the growth years, the transitions, and the eventual handoff or sale. 401(k) ConsultingHelp offering a 401(k) your team values, with support on plan design, investment oversight, and employee education, led by our specialist Nevin. 401(k) Consulting Executive CoachingA steady, fee-only advisor for equity compensation, career transitions, and the planning that comes with senior leadership. Executive CoachingExit PlanningPlan the financial side of selling your business and coordinate with your deal team. We’re fee-only, and the transaction stays with your attorney, CPA, and broker. Exit PlanningSuccession PlanningPlan the transition of your company and connect it to your personal financial future, in coordination with your attorney and CPA. Succession Planning Frequently Asked Questions What types of plans can you help with? We help business owners consider options such as 401(k), SEP, and SIMPLE plans, and think through what may fit their goals and team. Do you act as a plan fiduciary? We can serve in a defined fiduciary capacity for the plan. We’re glad to explain exactly what that means for your business. Can you help educate our employees? Yes. Helping your team understand and use their benefit is an important part of how we support plans. Who at KIRK handles this? Nevin leads our corporate retirement and 401(k) work and would be glad to talk through your needs. Our Trusted Partners A fee-only, fiduciary firm supported by established custodians and plan technology. Insights & Resources Perspective for DMV employers on retirement plans and benefits. Fee-Only vs. Commission Advisors: What the Fiduciary Standard Really Means for You08.24.26Not all financial advisors must act in your best interest. Learn what the fiduciary standard means for high-net-worth families.Read More Summer Liquidity Planning: Funding a Second Home Without Derailing Retirement08.17.26Funding a second home from your portfolio can trigger tax and retirement risks. Learn how high-net-worth families plan the purchase.Read More A Mid-Year Portfolio Checkup: What Corporate Executives Should Review Before Q308.10.26Before Q3 closes the trading window, executives should review concentrated stock, RSU vesting, and 10b5-1 plans. Here is where to start.Read More Start the Conversation If you want help offering or improving a retirement plan, we’d love to talk. Schedule a Meeting
