When was the last time you had a professional review of your company retirement plan?
With your company having long-standing employees as well as newcomers, their needs will change as their families grow. It is, therefore, vitally important that your retirement plan be reviewed on a systematic basis to ensure not only that fiduciary rules are met but also that it fits your business model while maintaining flexibility for your employees.
With a complimentary retirement plan review, we can discuss:
- Reviewing Investment Policy Statement
- Profit sharing option
- Matching employee contributions
- Vesting schedule
- Accessing funds prior to retirement
- Catch-up contributions
- Hosting employee education workshops
We are available for a complimentary review of your current retirement plan. Contact us today to schedule a convenient time to meet!