Are you concerned with 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, we can help your company review their existing plans as well as help you select appropriate retirement plans, to include 401k, DB plans, 403b plans, SEP, IRA, Simple IRA, and more.
Once a plan is chosen, we provide proposals for investment platforms, investment selection, monitoring criteria, periodic participant education, coordination of TPAs (third-party administrators) and overall plan reviews.
In short, we strive business owners save time and money. All financial advice is objective, and our fees are fully-disclosed.
Contact us for an initial consultation without obligation.