Retirement Plan Advisory Services
Your Plan. Our Guidance.
As a business owner and retirement plan sponsor, there are significant demands on your time and attention. I can help streamline the management of your retirement plan by offering advice and consultative services specific to your plan's needs.
In addition to helping you as a plan sponsor manage the multiple responsibilities associated with sponsoring a retirement plan, one of my many benefits includes custom plan design to help enhance tax-advantaged retirement benefits for co-owners and other key personnel.
As your plan advisor, some of the services I offer include:
Investment Fiduciary Services
- Investment Policy Statement creation
- Ongoing investment recommendations and monitoring
- Qualified Default Investment Alternative
Non-Fiduciary Services
- Investment performance reporting
- Fee monitoring
- Participant education and financial wellness
- Service provider liaison