401(k) and Employer Retirement Plan Services

At Squire Wealth Advisors, we help businesses design and manage retirement plans that support both organizational goals and employee financial well-being. With decades of experience and deep expertise across audit, tax, and advisory disciplines, our team delivers comprehensive retirement plan solutions that balance fiduciary responsibility with strategic financial outcomes. We collaborate closely with business owners, HR leaders, and finance teams to ensure plan design, compliance, and participant education align with your company’s objectives.

Our 401(k) and Retirement Plan Offerings: 

• Custom and modern plan design, including 401(k), 403(b), 457, cash balance, and deferred compensation plans 
• Fiduciary expertise and training to help you meet governance and compliance standards 
• Employee education and financial wellness programs to improve engagement and participation 
• Investment oversight and monitoring tailored to your organization’s needs 
• Vendor coordination and benchmarking to ensure cost-effective plan management 
• Ongoing plan review and performance reporting to maintain long-term effectiveness 
• Access to related services through Squire’s integrated team—fractional CFO, payroll, financial audits, ERP consulting, and more

Partner with a team that understands your business from every angle. Contact Tucker Morin, CFP®, at 801-228-2056 or tucker.morin@squire.com to learn how Squire Wealth Advisors can help you build a retirement plan that works for your company and your employees.