We will help you create and maintain a high-quality retirement plan by providing a superior level of plan service for you and ongoing educational support for your participants.

1. Overall retirement plan servicing philosophy

  1. We believe that your retirement plan should offer a variety of investment options with a full spectrum of objectives.
  2. We believe well-informed plan participants are more likely to save at higher rates and invest for the long term.
  3. We believe in working with a local TPA to help with participant transactions, annual plan testing and other administrative responsibilities.
  4. We will periodically check that the fees charged by your plan’s service providers are reasonable.

2. Plan sponsor support

  1. We can help you evaluate the costs of multiple provider proposals.
  2. We can help you select investment options that will help you meet the long-term needs of your plan’s participants.
  3. We can help you review your investments annually.

3. Commitment to participant education and ongoing service

  1. We can walk your employees through the enrollment process in a way that is both motivational and easy to understand.
  2. We can periodically help you evaluate the educational needs of your participants using a variety of tools.
  3. We will be available to answer questions your employees have regarding rollovers and other distribution options when they leave the plan.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice.


 

Financial Planning For Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...
 

Succession Planning For Business Owners

Simply put, our Business Succession Planning service provides business owners peace of mind – the kind that comes from knowing you are well-prepared to relinquish control of the business on your own terms.
 

Tax Planning For Business Owners

Business transactions are becoming more complex each year. And with that, the world of taxation grows in complexity as well. As the rules of doing business, within a single jurisdiction or across multiple jurisdictions, change, so does the need for assessing their tax impacts on specific...
 

Executive Compensation For Business Owners

In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level. Executive talent is hard to come by, and it is even more difficult on the business when it walks out the door in pursuit of another opportunity. When key...
 

Retirement Plans

401(k) plans are open to all types of businesses and offer the most flexibility (in terms of contributions, loans and vesting, for example).