Business Retirement Plans

Many retirement plans suffer from high fees, poor investments, and lack of service.  In most cases we can either 1) save you money or 2) provide better scoring investments.  In some cases we can do both.  U.S. Dept. of Labor ERISA regulations require you to ensure that you aren't paying too much in fees for the services being provided.  

First, we benchmark your current plan's fees against hundreds of other plans of similar size.  Next, we benchmark your investments with a fiduciary scoring system using eleven data points.  For both of these benchmarks we use independent, third-party data sources.  These reports provide you with important information to uncover weaknesses in your current plan, and will show you how to save money and find better investments.

Our Accredited Investment Fiduciaries® will design a plan that gives you peace of mind that you’re getting a good value while meeting your legal and fiduciary requirements.  A well-designed plan provides significant benefits including:

  • Meets the objectives of business owners
  • Makes it simple for employees to participate
  • Controls administrative costs
  • Provides top-performing investments
  • Provides for ongoing review of expenses and investments
  • Meets all regulatory compliance requirements

To schedule a consultation please call us at 831-372-3426 or 925-462-8005, use our contact form.

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