CUSTOM RETIREMENT PLAN DESIGN A properly designed plan should be tailored to meet your needs and those of your employees at an
investment level that offers legitimate value.
WHITE GLOVE SERVICE Implementing a retirement plan isn’t a transaction but rather the beginning of a relationship.
Enjoy an “R&R service experience” with your retirement plan provider.
EDUCATION & COMPLIANCE Your greatest protection against risk is a dedicated team that puts education into every meeting,
whether it is with your employees, management team or board members.
Our Retirement Plan Specialists will provide an in-depth review of your company retirement plan as well as help correct some of the common issues: corrective distributions, insufficient fidelity bond coverage, low participation, failure to transmit contributions and/or high fee’s imbedded within plan.
It never hurts to get a second opinion at no cost, especially when it comes to something as scrutinized as the 401(k) industry and knowing the Fiduciary Liability your company takes on with your 401(k) plan.
*Advisor cannot provide product-specific investment to plan participants; only general asset allocation advice.
