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401(k) Consulting

401(k) Business Consulting

We design a 401(k) and a Cash Balance plan for small and medium size business owners. Our plans are created to help our clients achieve simplicity, confidence, and protection when offering a retirement plan for themselves and their employees. 

If you’re making decisions about your company’s 401(k), you may be wondering:

  • How to protect against IRS & DOL costly compliance penalties
  • If you’re paying too much in fees (and if there are hidden fees you don’t know about)
  • If you could leverage your plan to retain and attract top talent (and save on the cost of employee turnover)

The last thing you want is to find out a year or more down the line that you’ve been paying more than you should be.

Or worse … find out you’ve incurred fines for non-compliance when it’s too late to do anything about it.  

When you pull back the layers of your company’s 401(k) plan, you could find the ugly truth hiding beneath the surface. 

Hidden fees and potentially costly compliance threats could damage the reputation you’ve worked so hard to build.  

We will design the plan to meet your goals and help you:

  • Avoid costly IRS and DOL fines from compliance hiccups
  • Stop overpaying on fees and patch costly “leaks” many companies overlook
  • Leverage investment options to attract and retain top talent
  • Cut costs on employee turnover by providing employees with better investment options

Call NorthStar for your Free 401(k) Business Planning Consultation: (864)297-0762.

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Guide to retirement

Contact us for your
Free 5-Step Retirement Guide.

Our 5-STEP RETIREMENT GUIDE will show you what information is needed to understand the risks associated with retirement so that you can make smart retirement planning decisions.

How can we help?

It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.

Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!

- George

George Fossing RICP® | CLTC®, President, CEO

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Northstar of
Greenville, SC

Main Office
113 Whitsett Street
Greenville, SC 29601

Phone: (864) 297-0762
Fax: (800) 716-9883
Email: [email protected]

Northstar of
Hendersonville, NC

714 Oakland St
Hendersonville, NC 28791

Phone: 864-297-0762
Fax: (800) 716-9883

Northstar of
Asheville, NC

Biltmore Park Town Square

28 SCHENCK Parkway
Building 2B, Suite 200
Asheville, NC 28803

Phone: 864-297-0762
Fax: (800) 716-9883

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We Serve Clients Virtually Across the United States

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Phone: 864-297-0762

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NorthStar Proudly Supports

Investment Advisory Services offered through Delta Investment Management, LLC, a Registered Investment Advisor. NorthStar Financial & Retirement Planning, LLC and Delta Investment Management, LLC are not affiliated. Annuity guarantees, including optional riders, are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products, including annuities, offered through NorthStar Financial and Retirement Planning. Life and annuity licensed in License No: 5538278.

Investing involves the risk of loss. Past performance is not an indication of future performance.

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