Business Retirement Plans
in Monterey & Pleasanton, CA
We work with business owners to design optimized retirement plans. A well-designed plan provides significant benefits including:
- Meets the objectives of business owners
- Makes it simple for employees to participate
- Controls administrative costs
- Delivers valuable investment management
- Meets all regulatory compliance requirements
Many retirement plans suffer from high costs, often times hidden, and poor service. Our Accredited Investment Fiduciaries® can help you design a plan that gives you peace of mind that you’re getting a good value while meeting your legal and fiduciary requirements.
If you’re considering changing your current plan advisors, we begin with a detailed assessment of your current plan showing any hidden fees, costs, conflicts of interest and limitations. Then we’ll show you several alternatives to optimize your options.
If you’re considering a new plan, we begin by discussing the business objectives, discussing pro’s and con’s of various plan types, and helping you implement and manage your plan.
To schedule a consultation please call us at 831-372-3426 or 925-462-8005, use our contact form.
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