Retirement & Retention Plans

Retirement & Retention Plans for individuals and business owners need to be evaluated closely to choose what’s most appropriate for families and employees. Reshape offers an independent, consultative approach to understand the best choice. We evaluate the specific needs of each client to recommend the best and most cost-effective retirement strategy.


Questions often arise about maximizing before-tax contributions, vesting, minimizing contributions for specific employees, or how to use these benefits to attract, retain, and reward the best employees.


  • Reshape has access to the full universe of retirement solutions and 3(21) and 3(38) fiduciaries.
  • 401K Plans
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Pension Plans
  • SEP
  • Options, RSUs, and PSU Strategies


Reshape can lead a full review to determine the right choice.