Retirement Plan Consulting
THE RIGHT SERVICES AND THE RIGHT PRODUCTS AT THE RIGHT TIME.
Our 401(k) Specialists have extensive experience as financial advisors to retirement plans as well as the technical experience gained by working as a third-party plan administrator to retirement plans. This unique combination of skills allows us to maximize the value we can provide to clients.
Our Plan Sponsor and Participant Services include:
- Plan Set Up and Design
- Investment Policy Development
- ERISA 3(21) Fiduciary Services
- Recommend and monitor investment options
- Benchmarking of recordkeeping platform, fees and services
- Plan Vendor Selection and coordination services
- Participant Education
- Participant Financial Planning
The services are applied to the following types of retirement vehicles:
- 401(k) and Profit Sharing Plans
- 401(k) Safe-harbor 401(k) Plans
- SIMPLE IRAs
- Simplified Employee Pensions (SEP IRAs)
- Individual / Solo 401k plan for one person Plans
- Traditional IRAs
- Roth IRAs
- Rollover IRAs
“Someone is sitting in the shade toay because someone planted a tree a long time ago.”
-Warren Buffett
