Retirement Plans Giving You a Complex?
Let us take on the fine print.
Defined benefit plans. Defined contribution plans. Which one? Or both? What about hidden costs and evaluation of investment performance? Retirement plans are complicated. The devil is in the details. You are a fiduciary to your retirement plan. You have legal responsibilities that you may not be aware of and may not have the qualifications to perform. You need experienced advisors who know how to analyze your business and help design a retirement plan that makes the most sense for you and your employees. As a co-fiduciary, it is our job to read the fine print, then design and recommend that plan. Our years of experience have allowed us to analyze hundreds of plans, design objective solutions and select appropriate platforms.
Our work will focus on:
- Plan design
- Platform and record keeping
- Investment options, investment performance and analysis
- Cost analysis by component: Who is getting paid and are their charges reasonable for the service provided?
