EMPLOYER SPONSORED RETIREMENT PLANS
Creating and maintaining retirement plans that attract and retain the best talent to your team has never been more important. And, our team has the strength to make your employee offerings even stronger.
Type of plans serviced include: Traditional 401(k), Safe Harbor 401(k), 403(b), Profit-Sharing, Cash Balance Plans and Simple IRA Plans.
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.