Employee Benefits from the Ground Up
for Employers
Fewer headaches, more support
You probably already know how important your employee benefits package and 401(k) plan are for hiring good employees and building loyalty — but only if they work.
Most advisors will refer your benefit plan to a third-party administrator who sells you something generic. But what if that product leaves value on the table, or worse, fails ERISA compliance?
At JH Pierce Wealth Management, we do things differently. We build and manage employee benefit and retirement plans that start with your business goals and what your employees value most. Then we custom design the plan that will best serve your company while meeting fiduciary and compliance standards.
We bring high-end service and structure to a space where most firms stop at “good enough.”
Who We Serve Best
We’re a great fit for rural and blue-collar businesses, including:
- Growing companies without in-house HR staff
- Established businesses seeking to improve employee retention through benefits
- Companies in transition navigating ownership changes, mergers, or scaling
Employers concerned about fiduciary risk who need professional oversight
Our 3-Phase Benefits Planning Process
Discover Phase
We review your existing employee benefits and 401(k) plans to spot compliance issues, inefficiencies, or design flaws that others often miss. Then we identify what your employees value most through a financial wellness assessment. Finally, we benchmark your plan against your business goals — not industry averages — to see where it’s helping or holding you back.
Prepare Phase
We design a benefits plan that welds your business goals with employee priorities. We handle everything — from documentation to rollout — ensuring the plan is compliant, efficient, and easy to manage.
Decide Phase
As your business changes, your benefits and retirement plan strategy should keep pace. We guide you through transitions like ownership changes, business sales, or restructuring to keep plans compliant and seamless. Our goal is simple: protect your business, support your people, and keep your plan efficient and valuable.
What You’ll Gain with JH Pierce Wealth Management
- A trusted team of advisors working together on your behalf
- One strategy connecting investments, taxes, business interests, insurance, and estate planning
- Long-term, straightforward guidance as your life and priorities evolve
- Seamless coordination with your CPA, attorney, and key professionals
Our Employee Benefit Services Include
Plan Design & Optimization
- Designing custom 401(k), profit-sharing, and cash balance plans
- Analyzing your budget to balance owner goals and employee value
- Ongoing review of your plan to keep it efficient and compliant
Fiduciary Oversight & Risk Management
- 3(38) and 3(16) fiduciary services
- Managing ERISA compliance, documentation, and audit support
- Regularly scheduled plan health checks and risk assessments
Administration & Technology
- Providing full-service plan administration and recordkeeping
- Supporting streamlined, mobile-friendly participant platforms
- Setting up automated reporting and compliance tracking
Employee Education & Engagement
- Offering one-on-one retirement consultations and group workshops
- Providing straightforward resources and digital tools for participants
- Using effective communication strategies to boost engagement and retention
Compliance & Vendor Oversight
- Legislative updates and proactive compliance management
- Benchmarking and vendor negotiations to protect plan value
- Organized documentation and audit preparation
* Neither our company nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
Ready to Rethink Your Benefits?
Book your Intro Call today — we’ll walk you through how our process helps increase employee satisfaction, retention, and fiduciary protection.
