Services: Plan Consulting
We help you construct a plan that works best for you and your employees. Balancing all needs carefully, we guide you during the selection of the right plan for your company's needs, which could be a 401(k), defined benefits, traditional profit-sharing or non-qualified plans. Once chosen, we will help you develop a written Investment Policy Statement. Then, using our unbiased approach, we research investment options, recordkeeping and administrative services, all on your behalf. Additionally, we offer Employee Education, which ensures everyone understands the plan and its benefits. And we will develop a customized meeting schedule to update plan trustees and make recommendations. Adding our process to your plan can be accomplished by simply replacing your current advisor, hiring us for a fee or, if necessary, completely replacing your plan provider.