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