Keep & Improve Your Current Plan
- Do you get the feeling your business and your employees should receive a higher level of service from your existing advisor and retirement plan?
- Are you taking steps to mitigate your fiduciary liability?
- Is your current plan stagnant?
The current (and ever-changing) regulatory environment, the volume of retirement plan products available, and the sheer number of options in service are riddled with legal fiduciary liabilities. Taking the time to navigate this complicated territory steals time and resources from your business. And mistakes are costly. You and your employees – your most valuable assets – can lose years of retirement savings and confidence in their financial situation.
How We Can Help
Leverage our knowledge, independence, and expertise to search, transition, and service a retirement plan custom-tailored to the needs of your company and employees.
Our team provides concierge-level service in all aspects of your retirement plan, from assistance transitioning your existing plan and handling employee enrollment to participant education and engagement. We also provide 3(38) and 3(21) fiduciary services to limit your liability.
We provide a customized retirement portal and personal financial website for each of your employees. We pride ourselves on our one-on-one employee engagement and onsite educational seminars.
Our ongoing benchmarking and participant engagement strives to give you the confidence to know that your plan is efficient, addresses compliance concerns and fiduciary responsibilities, and that your participants have the access to the educational and financial resources they need to provide for themselves and their families.
Entities shown above are not affiliated with LPL Financial or Faubourg Private Wealth.