Retirement Plans

For over 40 years, Pappas Financial has been a trusted partner in retirement planning, specializing in tax-effective strategies like 401(k), 403(b), 457, 401(a), and cash balance pension plans.

Our retirement plan advisors offer comprehensive services to both plan sponsors and participants, ensuring competitive and compliant benefits that attract and retain top talent.

With expertise in regulatory requirements, industry trends, and participant education, we simplify retirement planning to help business owners/HR professionals meet their fiduciary obligations while also assisting their participants in achieving their financial goals. Whether starting a new plan or reviewing an existing one, our team provides detailed benchmarking and vendor comparisons to deliver the best solutions at competitive costs.
From discovery to implementation, our highly trained team supports you every step of the way, ensuring excellent communication and customer service.