Broker Check

Corporate Services

Corporate Retirement Planning

Clients who engage us for corporate retirement planning may expect to receive the following services:

  • Consultation to identify the goals for the plan and the owners of the company
  • Assessment on the competitiveness of your current plan in the following areas:
    • Design
    • Cost
    • Participation
    • Education
    • Transparency
    • Efficiency/Ease of use
    • Compliance
  • Recommendations for improvement
  • On-going management to ensure the plan remains competitive

We provide expert implementation in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • Non-traded products
  • Variable annuities

Retirement Plans

  • Defined Contribution
    • 401(k)
    • Roth 401(k)
    • 401(k) safe harbor
    • Profit sharing
    • Age weighted
    • New comparability
  • Defined Benefit
    • Cash Balance

Insurance

  • Group Life Insurance
  • Group Disability Income Insurance
  • Group Health Insurance