Business Services

ARGI offers a comprehensive suite of high-quality, reliable, and value-added business services all under one roof, focused on meeting the needs of business owners and executives. 

Our team of specialists can guide clients through regulatory, tax, and staffing issues, allowing owners and executives to concentrate on whatever their professional or personal goals may be.

Business Services

ARGI’s business services are designed to streamline costs, solve problems, create peace of mind — and most important, help businesses grow.

ARGI’s business services include:

  • Tax Efficiency
  • Tax Compliance
  • Business Analytics
  • Business Plan Development
  • Business Wealth Solutions
  • Exit / Succession Planning
  • Full-Service Bookkeeping
  • Financial Statement Reporting
  • CFO and Business Consulting Service
  • Forecasting, Modeling, and Financial Management
  • Accounts Payable and Receivable Services
  • Compensation Planning and Payroll Coordination
  • Tax Services
  • Corporate Benefit Services
  • Retirement Planning Services
  • Guidance for Mergers and Acquisitions

Business Tax Services

Put your business first — let us take care of your tax strategy.

Doing what’s best for a business can be tricky — the tax consequences of a transaction can frequently make or break a deal. At ARGI, we can provide guidance on tax liabilities and implications, providing business owners with options that allow them to make the best decisions for their businesses.

ARGI’s tax specialists work on creating effective tax structures, helping our clients to make the most advantageous business decisions. From tax-free spin-offs and mergers, to taxable asset sales, like-kind exchanges, and other arrangements, our tax specialists help ensure that our clients achieve the highest possible integration of their financial planning goals with their business tax plans.

Our tax professionals are equipped to provide our clients with goal-driven income and transaction tax planning. We counsel clients on personal tax planning issues that create income or deductions, compensation planning for executives, and tax planning for the owners of closely held businesses or practices.

Transfer / Estate Tax Planning

Asset transfers require careful transfer-tax analysis. For clients with substantial assets this means that the formation of wills and trusts should be based on family considerations and on effective tax analysis. Where appropriate, we also counsel clients to consider lifetime transfers to increase tax leverage. Benefiting fully from these tax-saving opportunities requires complex analysis and careful drafting. We are proactive in our relationships with clients and bring innovative proposals to the table.

Wealth Preservation

Many of our clients can benefit from planning strategies designed to maximize preservation of family wealth. Designing such plans requires experience in dealing with wealth concentrations, in-depth analysis of each asset, and a thorough understanding of our clients’ philosophy and family considerations.

There is a significant cost associated with customized planning. However, since taxes on transfers are higher than any other tax (as much as 55 percent or more), Wealth Preservation presents significant opportunities for tax savings.

CFO and Accounting Services

ARGI can act as support to your Chief Financial Officer — or as your Chief Financial Officer.

Thanks to modern technology, collecting relevant business and financial data is the easy part — knowing what to do with it is the hard part. The ever-changing regulatory and reporting environment also presents business owners and executives with daily challenges.

Our team of CPA and accounting professionals can perform a wide variety of value-added services for any business, including account preparation, bookkeeping, and financial management. ARGI works in support of CFOs — and in many cases, in the place of CFOs. Let’s find out what we can do for your business.

  • Business Analytics
  • Business Plan Development
  • Business Wealth Solutions
  • Exit / Succession Planning
  • Full-Service Bookkeeping
  • Financial Statement Reporting
  • Guidance for Mergers and Acquisitions
  • CFO and Business Consulting Service
  • Forecasting, Modeling and Financial Management
  • Accounts Payable and Receivable Services
  • Compensation Planning and Payroll Coordination

Retirement Plan Services

For many businesses and non-profit organizations, creating an effective and competitive retirement plan is an endless chore.  ARGI’s team of dedicated Business Retirement Plan Advisors makes building and running a company’s retirement plan easier, leaving our clients to dedicate their time to what they do best — running and growing their businesses.

Whether your company is in need of a comprehensive review of its existing retirement plan or looking to establish a new plan, ARGI’s Business Retirement Plan Services are tailored to fit your needs. We serve companies of all sizes, from advising on the creation and maintenance of a compliant qualified retirement plan, to providing participants with comprehensive financial planning and education designed to help them grow, protect, and conserve their wealth.

ARGI is with plan sponsors and participants every step of the way.

Our Business Retirement Plan Services include:

  • Plan Design / Enhancement
  • Fund Lineup Selection, Benchmarking, and Monitoring
  • Participant Enrollment, Education, and Advice
  • Analysis of Plan Fees and Expenses
  • Vendor Searches / Selection
  • Fiduciary Risk Management
  • Comprehensive Retirement Plan Review
  • Request for Proposal (RFP) Guidance

ARGI Advisors consult on a variety of plans including:

  • 401(k)
  • 403(b)
  • 401(a)
  • Simple IRAs
  • SEP IRAs
  • Defined Benefit Plans
  • Cash Balance Plans

Let ARGI’s experience work for you.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions.  All are affiliates of ARGI Financial Group.

Retirement Plan Review 

Are you concerned about your retirement plan’s performance?  Do you clearly understand all of the fees and expenses?  When’s the last time your company’s retirement plan was reviewed? There’s no shame if the answer is “rarely” or “never” — you’re not alone.

Our Retirement Plan Review Service provides an objective evaluation of your current retirement plan. We identify its strengths and weaknesses, compliance with federal law, identify plan expenses, and define the roles of the various parties involved with your plan.

ARGI’s Retirement Plan Review Service helps plan sponsors fulfill their fiduciary duty of having an annual disinterested party review their plan, compare fees, identify service gaps, and / or confirm the orderly compliant operation of their plan.

All Retirement Plans should have the following:

  • Compliant Plan Design and Operation
  • Efficient Investment Options
  • Competitive Fees for Service
  • Access to Financial Education, which results in better money decisions
  • Retirement Plan Review Committee

Our analysis begins with a review of your fiduciary status:

  • Who provides fiduciary leadership to the plan?
  • Is the broker / advisor to your plan providing the services mandated by current retirement plan laws?
  • Are periodic educational seminars being provided to your employees in accordance with DOL regulations?
  • Have all of the forms required by various government agencies been filed on a timely basis?

Next, we review the investment choices offered to your employees:

  • Are the investment choices offered by your provider unbiased?
  • Are the investment options offered to your employees competitive?
  • Do any of the investment choices need to be replaced?
  • Are any prohibited parties representing your plan?

Finally, we review your plan’s expenses:

    • What are all the fees being charged to the plan?
    • Are fees to service providers reasonable for the service provided?
    • Are fees being allocated amongst participants fairly?
    • How do the fees being charged compare to your peer group plans?

 

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions.  All are affiliates of ARGI Financial Group.

Request for Proposal

ARGI’s Retirement Plan Request for Proposal (RFP) is a comprehensive retirement plan review that can avoid long-term problems, creating evidence of the prudent selection of our clients’ plan’s service providers.

A regular review of planning is so important that the Department of Labor (DOL) has created a list of issues plan sponsors should consider when selecting and evaluating service providers. The list, entitled “Tips for Selecting and Monitoring Service providers for Your Employee Benefit Plan,” is located on the DOL website by clicking here [PDF].

Don’t think pension plan reviews matter? Think again. Individual trustees may be (and have been) found liable for breaching plan guidelines. Evidence of a proper due-diligence process and ongoing review of policies and providers is imperative.

Get the RFP process started by contacting us.

Even though there are significant benefits for conducting an RFP for a plan’s service providers, the method used can materially impact the results. The first step is to hire the right independent investment fiduciary as the plan’s advisor. Determine what’s important to a particular plan and its participants, then ask focused questions in the RFP to address specific needs.

A regular plan RFP produces many benefits beyond fulfilling fiduciary obligations, empowering trustees with the knowledge to create an effective retirement plan.  All of these benefits can help promote corporate wellness when employees are able to reach their goals for a successful retirement.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.

Louisville

2110 High Wickham Place
Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42104
270.843.4115

Indianapolis

5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Norwalk

101 Merritt 7 Corporate Park
Third Floor
Norwalk, CT 06851
866.568.9719

Elizabethtown

1690 Ring Road
Suite 110
Elizabethtown, KY 42701
866.568.9719

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

Please note: When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. By clicking on links above you will leave our website and assume total responsibility and risk for your use of the site you are linking to.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

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