Proper retirement plan implementation and management require the right tools, education and experience. Management strategies are complex and vary based on company goals, employee make-up, expected annual contributions and size of your organization.
Most retirement plan sponsors do not have the time or expertise to make the most-informed retirement plan decisions for their organization and employees.
We do. We combine our experience to provide comprehensive, personalized financial services to you and everyone in your organization.
Specific to employer plans, here are some of the services we offer to make your plan the best it can be:
Qualified Retirement Plan Services:
- Establishment of Investment Policy Statement and Guidelines
- Help Trustees to Identify Appropriate Investment Portfolio Asset Allocation
- Ongoing Comprehensive Management of Plan Investment Assets
- Creation and Maintenance of a Reporting System to Keep Trustees Apprised of the Plan’s Progress
- Thorough Employee Financial Education
Fringe Benefit Services:
- Benefit Needs Analysis and Benefit Coordination with Compensation Plans
- Comprehensive Financial Reviews
- Short- and Long-Term Disability and Life Insurance
- 529 College Savings Plans
- Deferred Compensation Agreements
- Buy/Sell and Cross-Purchase Agreement Implementation
Comprehensive plan management is critical to your organization's future.
For an informational packet or a no-cost, no-obligation consultation, please contact one of our financial advisors at 412-227-3200 or by clicking here.
We make your financial success personal.