Retirement Plan Services and Consulting

Which plan is right for you?

Expert guidance to help select the right plan for employees.

Corporate retirement plans are a highly sought after benefit and are often a deciding factor when someone is making the decision to accept your offer of employment. Retirement plans are complex and offer many different options and benefits. Selecting the plan that makes the most sense for you, your practice, and your employees is a large task and requires the guidance of seasoned professionals.

Your corporate retirement plans are filled with many design options; 401(k), ROTH, SIMPLE-IRA, Profit Sharing, SEP-IRA, and Defined Benefit plans. Knowing which design is right for you requires experience, knowledge and trust—fundamentals that our team is committed to. We offer experience with medical professionals and the unique challenges and decisions they face throughout their lives. As personal lives and financial options change, we are there to provide ongoing guidance on how to adjust your portfolio to maintain a steady path to retirement.

Our team can help your practice establish or redesign the appropriate retirement plan through the following options:
  • Getting Started – Implementing a retirement plan for your practice.
  • Plan Design Analysis – Helping to ensure that your retirement plan meets your needs (maximizing contributions, lowering taxable liabilities, employee retention and benefits, etc.).
  • Plan Benchmarking – An inexpensive option, yet very important to have as part of your benefit offering.
  • Group Disability – Reviewing the plan fees, funds, and performance.
  • Plan Compliance Tools – Procedures that are required to meet plan responsibilities.

Brad Radochonski

Director of Retirement Plan Services and Consulting

Brad focuses on corporate retirement plan solutions with an emphasis on defined contribution and defined benefit plans. His more than 18 years of experience allows him to identify opportunities through plan design reviews, create strategies to alleviate a plan’s day-to-day administrative duties, develop fiduciary procedures for plan sponsors, provide ongoing participant education, and recognize cost saving areas within a plan.

Learn more about Brad

Check the background of investment professionals: FINRA's BrokerCheck

Brad Radochonski offers securities through The Leaders Group, Inc. Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. Copic Financial Service Group is not affiliated with The Leaders Group, Inc.

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Copic Financial is an insurance brokerage firm representing a variety of insurance carriers. Products offered by Copic Financial Service Group are not issued by Copic Insurance Company.

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