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Are You Busy Running Your Company…Or Your 401(k) Plan?
 Employer-sponsored retirement plans are an effective and viable way for owners and employees to save and invest for retirement. A well-designed 401(k) plan not only helps attract and keep talented employees but offers tax advantages to the employer.
The challenge is that administering a plan brings with it specific fiduciary responsibilities and required actions amidst a backdrop of constant change.
Our customized turnkey solutions in the areas of retirement plan design and investment management help you stay focused on your business and fulfill your fiduciary responsibilities. Each plan is designed based on the demographics, financial resources, and philosophies of your business. Our comprehensive solutions include:
- Retirement plan design
- Vendor selection
- Investment selection
- Education and investment guidance for employees
- Ongoing management of the plan investment menu
Beyond 401(k) plans, we also work with profit sharing, safe harbor plans, defined benefit plans, self-direct brokerage accounts, and various combinations of these options.
Ready to get back to business? Contact us today for a complimentary consultation.
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