401(k) Plans for Businesses & Financial Planning for Business Owners

Bluegrass Investment Company has the expertise, experience, and strategic relationships to support businesses with their 401(k) plans and business owners with their financial planning needs.

Our process for serving you starts with listening. Our team listens to the needs of our clients and collaborates to build their personalized financial plans. Identifying optimal financial solutions is the last piece of the puzzle, never the first.

Services

401(k)
Plans

Financial
Planning

401(k) Plans

For Businesses in Kentucky

Bluegrass Retirement Plans specializes in:

Fiduciary guidance & support: 3(21) or 3(38) services to reduce liability & free up time

Employee financial wellness: personalized education & retirement readiness assessments

Compliance & regulatory updates: proactive communication about new regulations (like SECURE 2.0 Act) to ensure compliance

Advanced plan design & optimization: safe harbor 401(k)s, profit sharing, Roth 401(k) options & cash balance plans

Vendor management & benchmarking: fee analysis & service provider oversight to ensure competitive services & expenses

Integration with payroll & human resources systems: automated contributions & data sharing to streamline operations

Financial Planning

For Business Owners in Kentucky

Bluegrass Legacy Advisors specializes in:

Opinion of value study

Value growth drivers guidance

Risk mitigation strategies

Cash flow optimization

Succession planning

Exit planning

Tax mitigation strategies

Financial statement review

Coordinating with professional partners (CPAs, attorneys)

Design & setup of employee benefit programs

Trustee services

Insurance optimization

Let's Talk

To discuss how we can help