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Retirement Plans


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Retirement Plans


We understand the challenges, frustrations and liabilities our clients face in providing a retirement plan for their employees. We work with employers to choose the best possible solutions for each area of the plan and to help our clients develop a successful plan. 

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The Five Questions


The Five Questions


Consider these 5 simple questions...

  1. Do your current service providers assume the fiduciary burden for your plan in order to limit your             liability?
  2. Does your current advisor provide financial advice through group meetings AND one-on-one sessions?
  3. Has your current advisor "shopped" your plan service providers in the last 3 years?
  4. Is your plan successful? Does it help recruit and retain employees? Are your employees "on track"  to retire?
  5. Do you know what your retirement plan costs you and your employees?

 

If you answered “No” or “I don’t know” to 3 of the 5 questions,

then you might consider a new approach to your retirement plan.

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Retirement Roadmap


Retirement Roadmap