Smart Retirement Plans for Your People and Your Bottom Line
401(k)s, SEP IRAs, and SIMPLE IRAs for small businesses featuring low fees, advisor support, and seamless technology.
Retirement Plans Built for Businesses Like Yours
For over 25 years, Byrne Asset has helped small employers design retirement plans that control costs and reduce administrative work, including 401(k)s, SEP IRAs, and SIMPLE IRAs.
Whether you are launching a first plan or improving an existing one, we compare 401(k), SEP, and SIMPLE options and explain the tradeoffs so you can choose the right fit for your budget, payroll, and team.
Our 401(k) approach emphasizes transparent, itemized pricing and low-cost investment lineups. Every employee can meet with a CFP® professional at no extra cost. Payroll integrates cleanly, contributions reconcile each run, and testing and notices stay on a clear schedule with one accountable partner.
Already know what you need, or ready to talk it through? Contact us to schedule a conversation.
Compare Your Options
401(k) Plan
- Transparent, itemized pricing with low cost index funds
- CFP® guidance for every employee at no extra cost
- Streamlined administration with payroll integration, per pay run reconciliation, and one concise summary
SEP IRA
- Employer only contributions (simple and flexible)
- Contribute up to $69,000 or 25% of compensation
- Minimal administration and paperwork
SIMPLE IRA
- Ideal for businesses with fewer than 100 employees
- Employee and required employer contributions
- No IRS filings or annual plan documents
How It Works
1. Discovery Call
We learn about your business, goals, and what you’re looking for in a retirement plan.
2. Plan Design & Setup
We help you select the best-fit plan and handle the setup, paperwork, and provider coordination.
3. Ongoing Support
Your employees get direct access to our advisors — and you get a partner to keep things running smoothly.
Need help choosing the right plan?
We’ll walk you through the options, explain the tradeoffs, and help you decide — no pressure, just clarity.
Schedule a Free Consultation