PLAN SPONSORS
"You’ve taken on the responsibility of running a retirement plan for your employees. You want to know it’s done right — compliant, competitive, and actually helping your team retire." We provide plan management, proactive compliance support, and SECURE 2.0 guidance — for 401(k) plans from $2M to $250M
PROFESSIONALS
"You’re running a practice or a firm and you need a benefit plan that helps you attract and keep great people — without adding complexity to your already full plate." We specialize in retirement plans for professional groups, and our participant education programs help your team use and value the benefit you’re providing.
Living for today, planning for tomorrow.
Colorado's small business 401(k) financial professional — plan management, proactive participant engagement, and the kind of personal service the big providers simply don't offer.
For nearly three decades, Mark Goodside, ChFC®, AIF®, has helped Colorado businesses build and run retirement plans their employees actually trust. We specialize in 401(k) plans from $2M to $250M. We help Colorado businesses approach retirement plan decisions with clarity and consistency. That means proactive plan reviews, participant education on-site, and a fiduciary commitment that helps keep your business protected and your employees on track.