Retirement Plans That Work for Your Business

Tailored 401 (k) & IRA Solutions for Small and Mid-Sized Companies

As a business owner, offering a retirement plan isn't just about doing the right thing for your employees—it's also a strategic way to attract talent, reduce tax liabilities, and invest in the long-term health of your company.

At Bartholomew & Company, we partner with business owners to design and manage retirement plans that are smart, scalable, and fully compliant.

Simplify Retirement Planning for Your Business

Whether you're launching your first 401 (k) or improving an existing plan, we provide end-to-end support built around your needs.

What We Offer:

Investment Management

Plan Design

We tailor retirement plan options to fit your company's goals, size, and budget— ensuring compliance and long- term value.

Retirement Planning

Seamless Onboarding

From setup to enrollment, we handle the paperwork and provider coordination so your plan is launched smoothly and efficiently.

Tax Planning

Ongoing Oversight & Support

We actively monitor your plan's performance, provide fiduciary guidance, and ensure your business remains compliant over time.

Education Funding

Employee Education

We help your team understand their retirement benefits through clear, accessible education—driving engagement and participation.

Client Centered

Why Business Owners Choose Bartholomew & Company

  • Plans customized for small to mid-sized businesses
  • Support from setup through ongoing plan management
  • Fiduciary guidance and compliance monitoring
  • Transparent fee structure with no hidden costs
  • Personalized service from a local, trusted advisor
Client Centered

Our Retirement Plan Process

01

Discovery Call

We learn abut your company, team, and objectives to lay the foundation for a successful 401(k) plan

02

Plan Design & Recommendation

We design a 401(k) plan that fits your goals, budget, and employee needs

03

Seamless Implementation

We help with setup and coordination, making your 401(K) plan easy to launch and manage

04

Ongoing Plan Management

We monitor your plan, review investments, and help you stay on track with compliance and fiduciary duties

Already Have a Plan in Place?

Let us review it. We'll evaluate fees, performance, compliance, and overall fit—then provide actionable recommendations to help you improve your offering.

Contact Us