Broker Check

Company Retirement Plans

Are you concerned with these
Company Retirement Plan Issues?

  • Tax-efficiency of your plan
  • Fiduciary responsibility
  • Changing ERISA regulations
  • Fee disclosure
  • Investment selection and monitoring
  • Adequate employee education

As a CHARTERED FINANCIAL PLANNER SPECIALIST(SM) designee, Bob helps companies to review existing plans and select appropriate retirment plans (401k plan, DB plan, 403b plan, sep ira, simple ira, etc.). Once a plan is chosen, we provide proposals for investment platforms, investment selection and monitoring criteria, periodic participant (employee) education, coordination of TPAs (third party administrators) and overall plan review.

In short, we strive to help owners save time and money.

All advice is objective and all fees are fully-disclosed.

Initial consultations are no-obligation.

Sechrist Financial Services
Robert J. Sechrist, CFP®, CRPS®, MBA, CLTC