Offer your employees the benefits they're looking for with our affordable, automated, and easy retirement plans for small business.
Businesses that don't work with a trusted provider are often plagued by:
Customer service problems. Big-name providers are known for poor guidance and long phone queues.
Extra administrative work. It's difficult to navigate a manual benefits system without proper instruction.
Overpriced plans. They are not tailored to small businesses or your budget.
If you ever have a question, it's resolved quickly.
Our automated systems make plan maintenance easy.
Our small plans also scale with your business as you grow.
Offer the same benefits as big-name 401(k)s at less cost and with less administrative work with our partner, Human Interest. Start working with a benefits program that scales with your small business and has zero transaction fees. Need extra incentive to get started? Ask us about the SECURE Act's small employer start-up credit.
Will Dubois & Erik Dutcher, owners of D & D Autoworks in St. Louis Park
Matt Banker, owner of BankerCreative
Paul Jasa, owner of Jasa Enterprises of Minneapolis
When you follow these steps to partner with CSI Accounting & Payroll's automated retirement plan service, you get more time to work on growing your business and increasing your profitability instead of performing excessive administrative work on the accounts. Not to mention, you're going to give your employees the retirement plans they've been asking for, fueling overall improved hiring, employee retention, and work motivation. Sign up for CSI’s accounting service as well to take advantage of our “no-touch” integration with our retirement plan partner.
Submit the consultation form, and an expert will reach out shortly to schedule time to meet.
Receive a customized quote based on your company’s size and retirement plan needs.
Use the time you gained back to focus on growing and improving your business.
If you would like to come on board with CSI’s payroll and would like to keep your current 401(k) provider, our payroll service will still work with them, provided they are not tied to your previous payroll provider. If they are tied to your previous payroll service provider, we can help you make the change away from that situation. Retirement plans tied to your financial planner can still be used with CSI.
To maintain your retirement plans through our payroll service, our payroll specialists will report your contribution amounts every pay period. While each 401(k) program’s process is different, this typically involves your dedicated payroll specialist manually entering the numbers or uploading files.
Our retirement plan partner offers an integration that reduces manual work; it helps you automate processing employee contributions, adjusting any contribution changes, making personnel updates for new or prior employees, as well as assisting in completing year-end census and reporting. This relieves a lot of the administrative burden that would generally land on the plate of your already-busy admin or HR staff.
Rest assured, your retirement plan contributions and payroll are in good hands. CSI Accounting & Payroll has been serving small business owners for over 50 years, and our payroll division has been around for over a decade.
Our payroll specialists go through continuing education to ensure they are always aware of relevant laws and tax requirements – staying on top of the latest guidance from the Department of Labor and the IRS. Our payroll specialists also work under the same roof as our accountants, so relevant knowledge is easily exchanged.
Large payroll providers are known to outsource their retirement plans and white label them as their own, where they have an on-staff financial planner who will typically deal with their retirement plan provider.
When you try to switch to a new payroll provider, you may feel extra pressure to continue using their retirement plans because you will otherwise face high conversion fees. Luckily, our retirement plan partner reimburses a generous amount of these fees.
Ultimately, the choice is up to you. However, we believe these benefits make offering retirement plans worth it for most small businesses:
Pave your path to less stress and more confidence. If you're ready to talk to an expert, schedule a consultation today!