AT SHOPE & ASSOCIATES, WE BELIEVE WE ARE UNIQUELY POSITIONED TO BE A SIGNIFICANT RESOURCE TO BOTH THE EMPLOYER AND THE EMPLOYEES ALIKE.  AS A FULL-SERVICE PROVIDER OF RETIREMENT PLANS AND EMPLOYEE EDUCATIONAL SERVICES, OUR GOAL IS TO DELIVER REMARKABLE SOLUTIONS AND SUPPORT IN ALL ASPECTS OF YOUR RETIREMENT PLAN PROGRAM.  OUR EXPERIENCE IN WORKING CLOSELY WITH EMPLOYERS, BUSINESS OWNERS, KEY MANAGEMENT PERSONNEL AND EMPLOYEES HAS ALLOWED US TO UNDERSTAND THE NEEDS AND CONCERNS AT ALL LEVELS OF THE ORGANIZATION.  THIS EXPERIENCE PAIRED WITH STRONG PLAN PROVIDER RELATIONSHIPS AND TECHNOLOGY ALLOWS US TO WORK BOTH DILIGENTLY AND CONFIDENTLY AS AN ADVOCATE FOR YOUR RETIREMENT PLAN NEEDS.

Services Offered

• 401(k) Plans

• Customized Profit Sharing Plans

• Non-Qualified Plans

• 403(b) Plans

• SIMPLE / SEP Plans

• Deferred Compensation Plans

• Rollover / Roth IRA

Plan Sponsor Support

When we work with you on your retirement plan needs and objectives you'll see how we set ourselves apart by the depth of our relationship with both you and your employees.  You'll see our attention to details. The way we listen to what's important to you about having a retirement plan in place so that we can design and implement a plan that carries out your objectives.  You'll see how we simplify a complex set of issues and decisions giving you and your staff more time to focus on what's important to you - running the business and taking care of your customers needs.

Whether you're new to the retirement plan landscape or you've been a sponsor for years, we believe there are three criteria in the selection and retention of your choice of plan provider:

• Cost

• Performance

• Service

By listening to you and what your company values most, we'll help you determine the priority and weight you place on each one of these criteria.  It is through this discovery process that allows us to determine what plan providers best fit your organization's needs.  There is a universe of providers to choose from. Not all of them are the right fit.  At Shope & Associates, we aren't beholden to any one of them.  Instead, we understand the importance of choosing the one best suited to your unique needs.  As you work with us, you'll come to see us as an extension of your employee benefits department.  With our roots in personal service we're confident you'll find we're able to provide all of the related services necessary to give you both personal and flexible support.

Participant Support

We understand that in exchange for the expense associated with offering a retirement plan, you have a right to be provided with a level of value that is equal to or greater than what you're spending to provide this benefit.  Often times, this is reflected in the value perceived and the benefit recognized by the plan participants.  That is why a core value of Shope & Associates is education.  We maintain a strong focus on participant education.  We work with you to educate your employees not only through the enrollment process, but throughout their employment with your organization and beyond.  We offer a unique enrollment process that involves both a group session as well as one-to-one employee meetings with a financial consultant.  Each employee, from the owners and executives to the rank-and-file, will have the opportunity to discuss as little as their retirement plan investment elections to their holistic financial planning goals and objectives.  In any case,  we've got you covered.  We realize that an employee who understands the benefits offered is generally more productive.  We also understand the value and importance that exists in your recruiting and retention initiatives.  In the end, regardless of what your objectives are, we're confident you'll find a reliable partner in us.

Whether you're considering implementing a retirement plan or evaluating an existing one, we're here to help.  Contact us today to schedule your complimentary consultation.