Retirement

Vita Planning Group

Vita Planning Group provides administrative and educational services to employer group retirement plans of all sizes. Our goal is to provide a level of knowledge and service unsurpassed by any other financial services entity. Our organization is committed to providing high-quality retirement plan options, participant education, and asset management for corporate clients.

What types of retirement plan services are offered?

Vita Planning Group works with all of the major retirement plan vendors and has experience with 401(k), 403(b), and non-qualified plan designs. Retirement plans and investments are individually designed for each employer.

Why work with a retirement plan broker?

There are many advantages to partnering with a 401(k) broker on your retirement plan facilitation. Key among them: A broker can review the market for your company and identify cost-effective options to suit your Plan’s specific needs. Vita Planning Group's advisory services serve to reduce your fiduciary liability.

What sets Vita Planning Group apart?

Vita Planning Group is widely recognized for our retirement planning communication and asset management expertise, and we currently oversee client assets in excess of one-half billion dollars. Our team is committed to demonstrating superior money management and investment acumen. Our high quality services encompass four key elements required for success:

• Retirement Plans
• Strategy
• Personal Financial Planning
• Executive Benefits