Custom 401(k), Profit-Sharing & Pension Plans for Arizona Businesses

Bayntree helps businesses seamlessly design, implement, and service 401(k), profit-sharing, and defined benefit pension plans tailored to their needs.

Invest In the People Who
‍Invest In You

Offering a 401(k) plan is more than an employee benefit. It's a strategic investment in your business and your team.

Bayntree Wealth Advisors helps businesses design and implement customized retirement plans, including 401(k)s, profit-sharing plans, and defined benefit pension plans.

Based in Scottsdale, our team provides ongoing guidance and support to help you attract and retain employees, address your retirement plan responsibilities, and invest in your team's future.

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Retirement Plans Tailored to Your Business

Choosing the right retirement plan involves more than selecting investment options. From plan design and implementation to ongoing support, Bayntree helps you build a retirement plan that fits your business goals and supports your employees.

With the Bayntree Team, You'll Get:

Extensive experience balancing employee and employer retirement planning needs

Skillful guidance in plan selection to ensure alignment with company goals

Transparent, cost-efficient plans that maximize employer and employee benefits

Ongoing plan monitoring and compliance support for peace of mind

Dedicated support for business owners, HR teams, and plan participants

For Business Owners

401(k) Plan Design & Ongoing Support for Your Business

From choosing the right 401(k) plan to navigating fiduciary responsibilities, Bayntree helps business owners design, implement, and maintain employer-sponsored retirement plans that support their business goals and employees.

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Coordinate With Third-Party Administrator (TPA) and Recordkeeper
Plan Advisory 3(21) Fiduciary Advisory Support
Dedicated Team for Assistance and Questions
Guidance on Fiduciary Responsibilities and Compliance
Schedule a Call
For Employees and Participants

Helping Employees Make the Most of Their 401(k)

A 401(k) plan is most valuable when employees understand how to use it. Bayntree provides plan participants with access to experienced financial advisors for enrollment guidance, retirement planning education, and ongoing support at no additional cost to employees.

Access to Financial Planning Resources
Annual Employee Education Meetings
Access to Our Team for Assistance and Questions
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Smart Planning Starts Here

Schedule a Call

Tell us about your business, your employees, and what you're looking for in a retirement plan.

Explore Your Options

We'll help you evaluate 401(k), profit-sharing, and pension plan options that align with your company's goals.

Build Your Plan

We'll coordinate with your plan providers to help implement your retirement plan and provide ongoing guidance and support.

Imagine Living the Retirement
of Your Dreams

Think of what you could do. Start planning for that life today.

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