Financial Planning for Business

Financial Planning for Business

Our business solution brings all the necessary components and service providers together to support the retirement plan for your business.

  • Professionally built, managed and monitored portfolios (designed by our Investment Committee)
  • ERISA support and expertise
  • ERISA 3(38) Fiduciary coverage on the models and the individual investments used to build the models
  • ERISA 404(c) compliance QDIA (Qualified Default Investment Alternative), offering plan fiduciaries additional protection
  • Performance reporting
  • Investment Policy Statement
  • Rebalancing
  • Quarterly participant presentations and newsletters
  • Participant-directed marketing, communications and educational materials (brochures, investment education, etc.)
  • Assistance with management and coordination of service providers, billing and contracts
  • Cost comparisons
  • Plan design reviews
  • Portfolio Gap Analysis

Contact us for more information or to get your business financial plan started.

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