A Retirement Plan Can Benefit Your Employees and Your Business
We serve as Plan Fiduciary Investment Advisors and can help you find a competitive option for your Employer Sponsored Retirement Plan. We go through an extensive discovery process to help identify the best plan design and plan vendors to suit each client. We also help benchmark all of our client’s plans to assure that you are adhering to the fiduciary standard and rest assured that your plan is competitive.
A quality retirement plan can:
- Help attract and retain valuable employees
- Reduce your company's tax burden
- Allow you to help reward top talent
Services We Offer:
- Plan Design Recommendations
- Periodic Provider Search and Comparison
- Cost
- Investment Options
- Service
- Employee Communications
- Oversee Plan Implementation or Transition
- Provide Ongoing Consulting on Plan Investment Options
- Provide Ongoing Service to Plan Administrator
- Annual Plan Review
- Investment Analysis
- Plan Document Provisions
- Fiduciary Liability
- Employee/Employer Contributions
- Fund Allocation
- Employee Education
- Provide Individual Investment and Asset Allocation Advice for Participants
- Registered Representatives
- Other Plan Design Alternatives
- Examples: Defined Benefit, Age-Weighted, New Comparability, Safe-Harbor, Non-Qualified 457