ESOP

Use ESOPs for a variety of purposes with tax-deductible or tax-free dollars...

KSOP

A KSOP is an alternative to a company sponsoring both an ESOP and a separate 401(k) plan...

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Center

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Retirement Plan Services

Our Retirement Plan Services Group strives to offer you the best value for your money....
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Wealth Management

Complete investment services for retirement plans, trusts, endowments, and institutions...
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Employee
Ownership

An Employee Stock Ownership Plan enables employees to acquire beneficial ownership in their company without having to invest their own money.

Granting employees this partial ownership in your business can be a highly motivating benefit, building unity and team spirit.


 

 

Institutional
Investing

Finish strong.

While employer stock is obviously the focus of an ESOP, a great deal of attention should also be given to the investment choices available for participants to eventually diversify those positions. ESOP clients of Rogers Wealth Group are able to utilize the very same institutional investment strategies for that diversification that drive our Wealth Management and Retirement Plan Services divisions.     

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