Investment Process
Collaborate
Too often an advisor will simply tell the plan sponsor what type of retirement plan they will need without truly listening and accepting input. We feel it’s a collaboration of both listening and then advising to build a plan with the company goals as the focus.
Design
Not all employer retirement plans are alike. We design plans that benefit all employees and allow for considerations to both retirement income and tax sensitivities. Using our plan cycle approach and evaluating provisions permitted by the IRS, DOL and ERISA, we can build a unique plan that fits your company.
Install
The difference between a good retirement plan and a great one is in the execution. Communicating the necessary steps, efficiently executing the required documents, and hiring expert vendors are hallmarks of a great plan.
What sets us apart from other advisors? Listening to your needs and understanding the goals of the business, designing plans that manage consequences while being sensitive to the current market, and finding cost effective solutions that meet the goals of the the plan sponsors and their employees.
Improve
With today’s heavy regulatory duties of retirement plans, it’s important for your advisor to be diligent with the administration, compliance, fiduciary duties, plan operation and education of participants so that the plan runs smoothly.
Most advisors just want to advise on the investment selection. We‘re in it for the long haul. We’ll help you improve your company retirement plan over time, making it more efficient and effective. As the needs of your business change, your retirement plan should change with it.
