Designing a Retirement Plan That’s Right for You
We help individual participants select their investment options, inform them on how much they need to save for a successful retirement, help them select the appropriate salary deferral amount and type (Traditional or ROTH), and provide additional financial education courses.
We have expertise in setting up and managing the following types of plans:
457 Deferred Compensation
Defined Benefit Pension
Employee Stock Ownership Plans (ESOP)
Retirement Plan Trustees
We help determine what a successful retirement plan means to the trustee(s) and develop a plan to achieve the optimal result.
As an ERISA § 3(38) fiduciary, we help retirement plan trustee(s) maintain and monitor their fiduciary duties to the plan.
We make sure the appropriate investments in your plan are performing well and provide on-going employee education.
Retirement Income Planning
Social Security Analysis