Company-Sponsored Retirement Plans

Does your retirement plan attract top talent?

Whether you are looking for a competitive edge or building a healthy company culture 
your employee retirement plan should benefit everyone.

The process of setting up and managing employee retirement plans can be daunting and confusing. Employers face pressure to offer competitive plans while employees deserve to understand what is being invested on their behalf. Everyone is left wondering:

  • What type of retirement plan is best for my company? 
  • How will the plan benefit me and my employees
  • What are fiduciary responsibilities and why do they matter?

We’re a small business, too. That’s why we offer our clients the same thing we needed:
a mutually beneficial and reliable way for employees to save that maximizes tax benefits for the company.

Expect More When Working with Bland Garvey

Retirement plans are complex. When you work with Bland Garvey, we make it easy 
by handling the planning, implementing, and maintaining of the plan.

We minimize your taxes

Done right, a company-sponsored retirement plan can reduce the tax load of a company substantially. 

We protect your company

By offering to assume fiduciary responsibility, we reduce financial risk to the company while providing a better experience for the employees.

We help attract top talent

A competitive retirement savings program will help you build the best workforce in your industry.

Retirement Plan Design & Implementation

We help design the perfect plan for your specific company. We help you maximize the benefits to your employees and tax-saving strategies for the company.

Third Party Administration (TPA) Services

We make the whole process easy by handling plan administration and compliance, while also making it simple for employees to sign up.  

Participant Education 

When you offer a great retirement plan for your employees, you want them to use it! Our education removes barriers to participation and helps employees understand the benefits and options available to them.

Retirement Plan Services for North Texas Businesses & Beyond

From strategy and planning to implementing and educating, we have plan choices
no matter the stage or size of your business.

  • Plan Design & Implementation
  • Third Party (TPA) Services
  • Performance Reporting
  • Record Keeping 
  • Form 5500
  • Participant Education
  • Fiduciary Consulting
  • Investment Management 3(38)
  • Plan Testing & Compliance
  • Investment Consulting 3(21)

Plans We Offer

  • Daily Valuation Plans
  • Defined Benefit Plans 
  • Cash Balance Plans
  • Simple IRA Plans
  • Multiple Employer Plans (MEP)
  • Pooled Employer Plans (PEP)
  • 401k Plans
  • SEP-IRA Plans

What Better Service Means To Us

Switching accountants should mean getting a better experience!

We are your problem solvers

Our team works best with people who want to have a relationship with us – a relationship build on trust and solid financial advice. 

Dedicated account manager

When we handle your employee retirement plans, you get a dedicated account manager and you work directly with our team. That means you’ll never be stuck waiting on hold with one of the big national firms.

We help you take advantage of opportunities

We stay up-to-date for you. We help you take advantage of new opportunities without any surprises about the financial implications! 

Your roadmap to an excellent employee retirement plan.

Schedule a Consult

We’ll listen to your needs and goals for the future so we have a clear understanding of what success means to you.

Receive a Customized Plan

Whether it’s long-term financial planning, business consulting, or tax and accounting, we’ll give you a straightforward plan in alignment with your goals.

Be Ready for What’s Next

As your business and personal assets grow, we will be right there with you, proactively looking out for your financial needs.