Retirement Plan Setup
Helping Organizations Create Wise, Compliant
and Mission-Aligned Retirement Benefits
Providing a retirement plan is more than an employee benefit. It is an investment in your people, your mission, and the long-term health of your organization. Whether you lead a small business, a growing ministry, or a nonprofit team, offering a well-structured retirement plan strengthens employee wellbeing, supports retention, and demonstrates faithful stewardship of your staff.
At Kingdom Focused Financial, we guide organizations through the process of selecting, designing, and implementing retirement plans that are compliant, cost-effective, and aligned with your values.
Why Retirement Plans
Matter for Your Organization
A well-designed retirement plan:
- Helps you attract and retain dedicated employees or ministry staff
- Demonstrates care, stability, and commitment to long-term wellbeing
- Provides tax advantages for businesses and nonprofits
- Strengthens financial security for your team and their families
- Reflects wise stewardship and organizational integrity
Retirement benefits communicate leadership that plans ahead and invests intentionally in people.
Types of Retirement Plans We Help You Establish
Every organization’s structure, size, and mission are unique. We provide guidance in selecting the plan that best fits your team and long-term goals.
401(k) Plans (Traditional and Safe Harbor)
Ideal for any size business seeking flexibility, tax advantages and competitive benefits. Offers employer matching options plus pre and post tax accounts.
403(b) Plans
Designed specifically for churches, ministries, and other 501(c)(3) nonprofit organizations looking to offer accessible and affordable retirement solutions.
SIMPLE IRAs
A streamlined, cost-effective plan for smaller businesses or start-up organizations that want a simple, compliant retirement offering.
SEP IRAs
A flexible employer-funded option often used by self-employed and small business owners with high contribution limits.
We can also assist with:
- Employer matching strategies
- Roth contribution options
- Automatic enrollment features
- Plan transitions or updates from existing providers
How We Help:
Our advisors partner with your leadership team to create a plan that fits your organization’s mission, budget, and long-term goals.
We assist you in:
- Comparing plan types and providers for the best organizational fit
- Understanding IRS and Department of Labor requirements
- Designing match structures or contribution strategies
- Implementing cost-effective and compliant plan administration
- Reviewing investment lineups and educating staff
- Establishing onboarding, communication, and participation processes
- Ensuring your plan supports stewardship and organizational health
Whether you are setting up a retirement plan for the first time or improving your current one, we simplify the process and help you make wise decisions.
Faith in Action
Retirement planning for teams is an expression of care, stewardship, and leadership. By supporting the long-term wellbeing of those who serve your mission, you strengthen your organization and honor God in how you lead and provide.
“Know well the condition of your flocks, and give attention to your herds.”
– Proverbs 27:23
Ready to establish a retirement plan for your team?
Schedule a consultation to explore the best options for your organization.
