Sponsorship Plan

By sponsoring or contributing to benefits such as 401(k) plans, health insurance, and other wellness programs, businesses can enhance employee engagement and satisfaction while also enjoying tax savings.

How do you want to manage your portfolio

Mason Westbridge simplifies the process of setting up a retirement plan tailored to your business, no matter its size. Whether you choose a 401(k) plan, SEP IRA, SIMPLE IRA, or Defined Benefit Plan, employees can usually make larger salary deferrals compared to other retirement plans, and your business benefits from tax advantages

Explore our retirement solutions

Our dedicated team of actuaries will design a detailed and customized funding proposal to give you the information you need to decide if this plan is right for you

  • 401K Business

    With a 401(k) plan, employees can typically make larger salary deferrals than with other retirement plans, and your business can take advantage of tax benefits.

  • SEP-IRA
    It is one of the easiest small business retirement plans to set up and maintain. You can make substantial contributions for yourself and any eligible employees.

  • SIMPLE IRA
    A Savings Investment Match Plan for Employees is an easy and low-cost way to set up a retirement program for self-employed individuals and small businesses with 100 or fewer employees

Ready to Start a Conversation?

Explore how our team of experts can help you achieve your financial goals

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Mason Westbridge Corporation provides a full range of financial services including adivosry services, asset management, business consulting and insurance through its subsidiaries. Mason Westbridge Asset Management LLC acts as the investment advisor and asset managent firm, Mason Westbridge Consulting LLC provides business consulting solutions and act also an insurance agency, Mason Westbridge Associates LLC and Mason Westbridge Capital LP are affiliates of Mason Westbridge Corp.

*Mason Westbridge Asset Management LLC is registered as a CPO (Commodity Pool Operator) and provides investment advise and asset management on futures to commodity pools only, not available for retail investors.

Investment Advisory services offered through Mason Westbridge Asset Management LLC, an state registered investment advisor. Check Investmenet Advisor Public Disclosure (IAPD) for more information

All content on this site is for informational purposes of a general nature only, and does not address any circumstances of any particular individual or entity

There are risks associated with investing in securities, commodities and property. Investing over securities and commodities such as stocks, bonds, exchange traded funds, mutual funds, money market funds, cryptocurrency involve risk of loss. Loss of principal is possible. Asset allocation and diversification do not guarantee a profit neither the protection against loss.Investing in any asset class can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.

Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment.  Security futures involve a high degree of risk and are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading security futures, read the Security Futures Risk Disclosure Statement. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement.