A Retirement Plan
- Do you know where to begin?
- Do you know all the costs and how to compare them between providers?
- Do you know the inherent fiduciary risks and how to mitigate them?
The task of starting a retirement plan can be daunting. 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 uncharted 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
Our first step is understanding your needs and objectives specific to your business. Our in-house proprietary provider search and Request for Proposal (RFP) service can help you understand important retirement plan issues, such as investment performance, expenses, and operational efficiencies. We enable you to easily compare dozens of plan providers and make decisions with confidence.
Our team provides concierge-level service in all aspects of your plan, from design assistance to employee enrollment support. 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 bench-marking 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, Faubourg Private Wealth, or Advisor Resource Council (ARC).
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.