Odyssey Advisors

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Odyssey Advisors We work with municipalities, financial advisors, and small to mid-size businesses to secure their future. Efficient. Personalized. Accessible.

Our mission is to provide easy-to-understand solutions to your complex organizational problems so you can operate more efficiently and allow you to focus on what matters most. We believe this is how strong relationships are maintained. Our team of experts develops and implements solutions to the complex financial issues faced by small and mid-sized employers. With over 25 years of industry experience, President and CEO Parker Elmore leads a staff dedicated to quality service, expertise, and efficiency.

A little glimpse into the glamorous world of retirement plan administration ๐Ÿ˜ŒHappy National TPA Day to our fellow TPAs w...
10/16/2026

A little glimpse into the glamorous world of retirement plan administration ๐Ÿ˜Œ

Happy National TPA Day to our fellow TPAs who spent the last several weeks making sure everything was where it needed to be.

We hope you're enjoying a slightly quieter inbox today! ๐Ÿคž

Why choose between a 401(k) and Cash Balance Plan when you could benefit from them both? A 401(k) is a great starting po...
10/15/2026

Why choose between a 401(k) and Cash Balance Plan when you could benefit from them both?

A 401(k) is a great starting point for retirement savings, but for some business owners, adding a Cash Balance Plan can open the door to even more opportunities.

Think higher retirement contributions, additional tax advantages, and a strategy that works toward your long-term goals.

The key is finding the right combination for your business.

Because it's not just about having a retirement plan. It's about having the right one.

If you want to learn more about how these plans can work together, check out this article: https://www.odysseyadvisors.com/insights/blog/what-is-a-cash-balance-plan-your-top-questions-answered/

Meet Kirby Prigioni! ๐Ÿ‘‹If there's a concert, music festival, or trip on the calendar, there's a good chance Kirby's alrea...
10/09/2026

Meet Kirby Prigioni! ๐Ÿ‘‹

If there's a concert, music festival, or trip on the calendar, there's a good chance Kirby's already packing her bags. She's been to EDC Las Vegas NINE times (yes, nine ๐Ÿ˜‚), and Greece has earned a top spot on her favorite places list.

When she's not traveling, she's probably rowing on the Connecticut River, working on a puzzle, or getting her daily Wordle in.

We're giving you a little peek at life outside the spreadsheets in our latest Beyond the Numbers!

Speaking of Wordle... do you have a go-to starting word, or do you switch it up every day?

Today we're celebrating the guy who keeps Odyssey moving forward, is constantly building for what's next and always thin...
10/05/2026

Today we're celebrating the guy who keeps Odyssey moving forward, is constantly building for what's next and always thinking bigger...

Happy birthday to our President & CEO, Parker Elmore!

Your leadership has shaped Odyssey into the company it is today and continues to chart the course for where we're headed in the next 28 years.

Cheers to another year of exciting milestones and seeing where the journey takes us next! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰

09/29/2026

Every great story needs a great cast, and ours has been 28 years in the making ๐Ÿ’™

A lot can change in 28 years, but one thing has stayed the same: the people are what make Odyssey, Odyssey. We're incredibly grateful for every team member, client and friend who has been part of our story along the way.

Hereโ€™s to 28 years ๐ŸŽ‰

Picking a retirement plan can feel a bit like alphabet soup. 401(k). SIMPLE IRA. Safe Harbor. Cash Balance. So where do ...
09/21/2026

Picking a retirement plan can feel a bit like alphabet soup.

401(k). SIMPLE IRA. Safe Harbor. Cash Balance. So where do you start?

It basically comes down to your business, your employees and what you're trying to accomplish. So, we made a quick cheat sheet๐Ÿ‘‡

For business owners looking to put significantly more toward retirement than they can through a 401(k) alone, adding a cash balance plan can create a pretty powerful opportunity.

But they're not for everyone.

Cash balance plans come with required annual funding, and things like your age, compensation, cash flow and employee demographics all factor into whether the numbers can make sense.

We can model what a plan could look like for your business before you ever commit to one.

Curious what those numbers could look like for you? Let's run them and see โ†’ www.odysseyadvisors.com/contact-us/

Meet Cal White! ๐Ÿ‘‹Golf, Boston sports, great food and sometimes a completely random hypothetical debate... preferably all...
09/18/2026

Meet Cal White! ๐Ÿ‘‹

Golf, Boston sports, great food and sometimes a completely random hypothetical debate... preferably all in the same day.

He'll travel for a great meal and could apparently teach a class on poker. (Which has us thinking... poker lessons with Cal at the next company offsite? Although we wouldn't say no to a cooking class either ๐Ÿ˜‚)

Get to know Cal in our latest Beyond the Numbers!

And because no intro to Cal would be complete without a random hypothetical...

Would you rather have to reply all to every email you send for the rest of your life OR never be able to mute yourself on a video call?

09/14/2026

Turns out we've been making more assumptions than just the actuarial ones ๐Ÿ˜‚

Pass the phone trend... Odyssey edition.

A September 15 reminder for CPAs, advisors and plan sponsors:Your tax filing may have been extended to October 15, but t...
09/08/2026

A September 15 reminder for CPAs, advisors and plan sponsors:

Your tax filing may have been extended to October 15, but that doesnโ€™t mean you have another month to make your plan contributions.

For calendar-year plans, Cash Balance, Defined Benefit and Profit Sharing contributions must be made by September 15th to be deductible for the 2025 plan year.

And for Cash Balance and Defined Benefit Plans, thereโ€™s another reason this date matters:

Minimum required contributions are also due by September 15. Missing that deadline can mean IRS excise taxes and notices.

So, if those 2025 contributions havenโ€™t been finalized yet, now is the time to check in with your actuary and investment team to make sure everything is funded on time.

October 15 may be your tax filing deadline.
September 15 is the date your retirement plan team should have circled.

Rare sighting of the entire Odyssey team outside of Teams ๐Ÿ‘€With the whole crew in town this week, we traded the office f...
09/02/2026

Rare sighting of the entire Odyssey team outside of Teams ๐Ÿ‘€

With the whole crew in town this week, we traded the office for the ballpark and caught the Hartford Yard Goats in their one-night-only Leaf Peepers era.

Rainy? A little.
Worth it? Absolutely!

Nothing beats getting everyone together in person!

Address

11 Hayward Avenue, Bldg 4
Colchester, CT
06415

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