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.