Retirement Plan Services (RPS):

  • 401(k) Plans 
  • Profit-Sharing Plans
  • Deferred Compensation Plans

In addition to helping individuals map out their retirement plans, StreamSong Advisors also renders solutions for employers who offer workplace retirement plans. As standards under the Employee Retirement Income Security Act of 1974 (ERISA) continue to evolve, it has become increasingly difficult for business owners to remain compliant. Among the most common pitfalls are inaccurate or improper execution of plan documents, incorrect documentation of certain employees, and exceeding maximum contribution limits. Thus, failure to effectively manage your business’s retirement plans can result in legal consequences and ultimately pose a risk to your organization’s credibility. 

Offering superior fiduciary support, StreamSong Advisors has a highly adept team who can help you avoid such risks. Not only is this a more cost-efficient avenue, but we can also help you manage your liability as a business owner. Working alongside StreamSong Advisors can help you balance your interests as a business owner, along with the interests of your hard-working employees. We are committed to constructing a plan that encourages the prosperity of your firm while ensuring that your employees are able to leverage every benefit possible. StreamSong implements an open architecture methodology to select best-in-class investment solutions. Our hands-on approach to participant onboarding and continued coaching allows us to become a personal resource for employees.


Other Business Services:

  • Capital Fundraising
  • Core & Supplemental Insurance
  • Benefits Communication & Enrollment Solutions
  • Cost Containment
  • Business Transition/Succession Planning
  • Executive Compensation
  • Deferred Compensation
  • Life Insurance
    • Buy-Sell Agreement
    • Key Executive Retention & Retirement
    • Key Man Insurance
    • Exit or Succession Planning
    • Executive Bonus
    • Estate Equalization

Life is full of unexpected moments. Selecting the right product mix, communicating benefit options, and modernizing your benefits delivery helps employees purchase options that best fit their needs and lifestyles. Providing personalized benefits and financial protection helps employers attract and retain top talent and be responsive to employee needs without detracting from the bottom line.

Among our other business services falls life insurance. Life insurance provides a solid financial foundation for businesses of all sizes. Besides protecting their company, family, and partner(s) from unexpected death, life insurance can be used as a valuable benefit to recruit and retain top talent and build loyalty by helping employees protect their loved ones. For closely-held business owners, proceeds from life insurance policies may be used to purchase the stock of a deceased shareholder of the company in order to facilitate the transfer of the business from one generation to the next.