Attracting and retaining top talent starts with offering meaningful benefits—and nothing is more impactful than a secure financial future. At K2 Capital Management PLLC, we specialize in designing and managing Employee Retirement Plans that help businesses invest in their workforce while staying compliant, competitive, and financially sound.
Whether you're a small business owner looking to launch your first retirement plan or a growing company ready to enhance your benefits package, our experienced advisors will guide you in creating the right solution tailored to your goals and your team’s needs.
Offering a retirement plan isn't just a smart business move—it’s a key component of long-term employee satisfaction and financial wellness. Retirement benefits show your employees that you’re invested in their future and help your business stand out in a competitive hiring market.
Benefits of offering an employee retirement plan:
💼 Attract and retain high-quality employees
📈 Reduce employee turnover and increase morale
💲 Enjoy potential tax advantages and deductions for your business
🧑⚖️ Stay compliant with federal regulations and ERISA guidelines
K2 Capital Management PLLC offers a full range of individual health insurance coverage and plans. Our agents can help you assess what your needs are and then put together a comprehensive health insurance plan. Many insurers provide personal insurance plans that are customizable with add-ons. Typical health insurance coverage includes any of the following:
Our team will take the time to locate different health insurance plans that have everything you need. Then, you can choose the health insurance company you prefer.
✅ 401(k) Plans – Traditional, Roth, and Safe Harbor plans with flexible employer match options
✅ SEP IRAs – Simplified Employee Pensions for self-employed individuals and small businesses
✅ SIMPLE IRAs – Cost-effective plans for small businesses with fewer than 100 employees
✅ Profit-Sharing Plans – Reward performance and loyalty while encouraging long-term savings
✅ Customized Plan Design & Fiduciary Support – Full-service plan management and ongoing compliance monitoring
We work with trusted custodians and plan providers to ensure your retirement offerings are cost-effective, easy to manage, and aligned with your business strategy.
At K2 Capital Management, we bring a personal, strategic approach to retirement planning. Our advisors not only understand the complexities of retirement regulations and plan design but also how to align those plans with your business goals.
What you get with us:
🧑💼 Dedicated retirement planning experts
⚖️ Full fiduciary support and compliance oversight
📊 Transparent reporting and performance monitoring
💲 Cost-conscious strategies to maximize value for both employers and employees
Whether you're starting fresh or need a second opinion on your current plan, we’ll help you navigate the process with confidence.