Helping Companies Offer Smarter Retirement Plans

401(k) Plans, SEP IRAs, and SIMPLE IRAs for your team

Retirement Plans Built for Businesses Like Yours

For over 25 years, Byrne Asset has helped employers design smarter, more efficient retirement plans — from 401(k)s to SEP and SIMPLE IRAs.

Whether you’re starting from scratch or looking to improve your current plan, we’ll guide you through the options and help you find the right fit for your team and your bottom line.

Our platform offers personalized financial planning, seamless payroll integration, and low-cost, high-performance investments — all with minimal administrative burden.

Already know what you’re looking for or ready to talk it through? Contact us to schedule a conversation.

Compare Retirement Plan Options

Explore the key features of each plan type to see what fits your business best.

401(k) Plans

Byrne Asset’s 401(k) solution—built with ADP and Schwab—offers cost-efficiency, payroll integration, and expert support for your business.

  • Flexible employer contribution options
  • Employee deferrals up to $30,000
  • $69,000 total limit (2024)
  • Admin handled by a TPA

SEP IRA

SEP IRAs are ideal for businesses seeking high contribution limits and streamlined administration. Byrne Asset provides investment management and personalized planning for business owners and staff.

  • Employer-funded contributions only
  • Equal % across all employees
  • Up to $69,000 or 25% of comp
  • Minimal admin requirements

SIMPLE IRA

SIMPLE IRAs offer a cost-effective retirement solution for businesses under 100 employees. Byrne Asset ensures a seamless experience for sponsors and staff alike.

  • Employee deferrals up to $16,000
  • Required employer match or 2% flat
  • No IRS filings required
  • Streamlined setup and oversight

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