RETIREMENT

Trust. Support. Value. Compliance.

Streamlined Retirement Strategies that Pivot with Your Unique California Business Needs

VistaCore provides more than trust and hour banking benefit solutions, but also the flexibility California employers need to financially succeed using retirement benefits that provide unique long-term financial advantages for both employers and employees. 


Retirement plans serve as dedicated savings vehicles for all types of industries, companies, employers of diverse sizes, and employees of all ages that can maximize fiscal interests while developing trust, loyalty, and confidence within your workforce. 


We can help customize your retirement strategy for your unique savings, tax, and benefit goals. 

What are the Benefits of Customized Retirement Plans

for California Employers & Employees?

At VistaCore, we create true partnerships with our clients to ensure they are accessing and optimizing the proper retirement plan for their unique workforces. That requires analyzing crucial factors associated with the company and the employees with whom they are building a long-term financial savings plan. 


We will assess your workforce demographics including age, years of service, and compensation, and key factors that include the owner’s retirement goals, and how much contribution flexibility the company needs to maintain a successful plan that benefits both parties. 

Benefits to the employer may include:

Benefits to employees may include:


Maximizing tax advantages through all applicable federal, state, and local deductions 

Attracting, recruiting, and maintaining top employees while lowering the turnover rate

Supplement employee compensation packages

Contributions are easy to make through payroll deductions

Flexible plan contributions grow tax free

Enhance employee motivation and productivity

Reduce current taxable income

Interest accrues over time, which allows small, regular contributions to grow to significant retirement savings

Build significant savings for retirement without missing the contributing value

Satisfaction of being valued by the employer

VistaCore is committed to delivering timely and properly allocated benefit services that allow our partners and their clients to advance through reduced taxes, decreased workers’ compensation costs, and lowered general liability.

 

Our platform provides benefit service solutions for advisors, consultants, and brokers’ unique needs by serving as their complete back-office remuneration partner, operating under one umbrella.


Based on your preference, we provide step-by-step Monthly, quarterly and/or yearly verifications of the services you have chosen for each of your client’s projects and employees, how we are accomplishing your directive, and definitive reports outlining how the fringe benefits were fulfilled to provide complete trust accounting and hour banking solutions for our California clients that is forged by transparency. 


Are you ready to provide your clients with alternative solutions for paying the prevailing wage? 

Contact us

How can we help?

Provide streamlined financial strategies that pivot with your unique California retirement benefit needs.

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