| You
do... |
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if
you have more than $1 million in assets under management in
your qualified retirement plan; |
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| • |
if
you're overwhelmed with your own plan administration or dissatisfied
with your current plan administrator; |
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| • |
if
you're unsure about alternatives to enhance the compensation
packages of select employees; |
|
| • |
if
your fiduciary obligations seem confusing or unattended; |
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| • |
if
the idea of a personalized plan design sounds innovative,
time-saving, and cost-effective. |
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What's
in it for You?
More time and more money to invest in your business, and maybe
a better night's sleep. You won't have to worry about investment
alternatives or whether your highly compensated employees will
be able to maximize their contributions.
Your financial
and family needs will change during the business life cycle, and
we'll create your company's retirement benefits accordingly. As
plan designers, we'll work with your present legal and tax advisors
or build a creative team. Our professional advice is driven by
more than fifty years' experience in the financial industry and
our analysis is targeted, timely, and extensive.
Most importantly,
as an independent firm, our advice and fee-for-service are not
based on a particular product or institution, but on our clients'
needs and objectives. We'll offer you an honest retirement evaluation
- with your continued business success and enduring wealth as
our primary goal.
How
We Work With You
We'll begin by analyzing your current plan, if you have one, and
optimizing its design, expense structure, and investment performance.
We'll discover any unnecessary or excessive fees. And we'll ask
questions: "Would you like to provide retirement security
and maximum tax benefits for all your employees...and increase
benefits to highly compensated employees? Did you know that your
current fund choices are not well balanced and are exposing you
and your employees to undue risk?"
We present
you with strategies, financial facts, and retirement options based
on your and your employees' needs. Most plans require updates
and changes to maximize available fund choices and benefits, but
if yours doesn't, we won't recommend one. It's that simple.
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