Retirement Planning Services

At Zion Financial Planning. we provide a full suite of business retirement plan services to help businesses retain and attract their best employees. We also help our plan sponsors maintain their administrative and legal responsibilities so that they can focus on their business goals.

Zion is a fiduciary advisor, meaning we are legally authorized and required to provide objective, conflict-free guidance to help businesses meet their legal responsibilities under ERISA.

Our consulting services include:

  • Plan design review
  • Investment options selection
  • Full, integrated back-office support
  • Cost containment
  • Plan compliance

We also provide comprehensive participant support, including ongoing education and practical support for employees. From enrollment meetings to educational seminars to phone support, we strive to help your employees prepare for a secure, comfortable retirement.