Retirement Planning

Retirement Plan Value Proposition Statement

Mission Statement:  My firm will help you create and maintain a high-quality retirement plan by providing a superior level of plan service for you and ongoing educational support for your participants.

I. Overall retirement plan servicing philosophy

  • I believe retirement plan investments must be evaluated over the long term.
  • I believe well-educated plan participants are more likely to save and invest for the long term.
  • I believe that your plan is being administered properly when it runs smoothly.
  • I believe that any and all fees associated with your retirement plan should be reasonable.

II. Plan sponsor support

  • I will help you evaluate the costs of multiple provider proposals.
  • I will show you how to create a diversified menu of investment options.
  • I can help you review your investments periodically (quarterly, semi-annually, or annually).
  • I will help you create an investment policy statement for your plan.

III. Commitment to participant education and ongoing service

  • I will conduct a meeting to enroll your employees in the plan and answer their questions.
  • I will periodically help you evaluate the educational needs of your participants.
  • I will help to facilitate rollovers of your participants when they leave the plan.

Please consult your tax and legal advisers regarding the consequences of establishing and maintaining an employer-sponsored retirement plan.

To learn more about Retirement Services, please call (678) 590-2702.

<b>Retirement&#160;Rollover Options</b>

Retirement Rollover Options

In general, you have four options for your retirement plan assets when you leave your employer:

  1. ROLL
  2. LEAVE
  3. MOVE