Retirement Plans

One of the best strategies for creating a loyal workforce is to show you are taking steps to invest in your employees’ future. We help you develop and maintain a strong qualified retirement plan so your organization and employees can flourish.


Qualified retirement plans help organizations recruit, retain, and reward their employees. When you partner with Adirondack Financial Services, we will be there to manage the process from beginning to end.

Guidance for Business Owners & Employers

Our service model is a 360-degree approach. From plan design and implementation to monitoring and communication, we help you build successful retirement plans while educating employees on how to make the most of their retirement.

A businessman showing a document on a clipboard to his business colleagues in the office.

Our Services

We offer a broad range of products and services, including:

  • Bundled/unbundled designs
  • 401(k), 403(b), profit sharing, SEP, SIMPLE, defined benefit
  • Provider search & benchmarking/RFP management
  • Investment due diligence
  • Participant education/enrollment support
  • Fiduciary guidance
  • Compliance support
  • Cost management
  • Annual plan review
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Employee Education

Our educational approach will not only promote the investment you are making in your employees, but it will also encourage your employees to invest in themselves. We handle on-site and virtual educational sessions so that you and your employees feel confident in their plans.

Man speaking to a group of seated individuals.

Advisory Services are offered through Adirondack Financial Services Corp, an SEC registered advisor. Broker-dealer services are offered through Hazard & Siegel Inc. AFS & Hazard & Siegel are separate and unaffiliated entities.  The opinions and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All content is developed from sources believed to be providing  accurate information. No information provided is intended to be considered legal or tax advice.  Please consult legal or tax professionals regarding your individual situation. This communication is intended for individuals residing in states that AFS is registered or licensed in or exempt from registration.  https://brokercheck.finra.org/ CRS & ADV Part 2