Determining what retirement plan and structure is best for your business can be a daunting task. We work with Plan Sponsors to ensure the plan is organized for your business, culture, and employees and that the educational support and investment choices are well aligned. We review Investment documents and can act as a fiduciary on the plan, in either a 3(21) or 3(38) capacity. We also help business owners explore how a retirement plan can help lower taxes.
Our Retirement Plan services provide an unparalleled level of service and support. We schedule a quarterly plan review to ensure that you are meeting your fiduciary obligations to review the plan and to address any service questions or issues. We also offer an annual employee financial wellness training and are available to employees who have questions about how they should invest in the plan. Our excellent online tools for plan sponsors and participants allow on-demand access to information on the plan and supplemental training when convenient.