For Employers Wanting to Establish Company Retirement Plan, I Provide:
- Consulting to determine what type of plan, provider, and platform best suits your needs
- Assistance completing plan paperwork
- Company Q & A meetings
- Individual meetings with each employee participant
- Ongoing service
For Employers with an Existing Plan, I Provide:
- Review of your current plan covering expenses, investment choices and performance
- Proposals for new plans and providers
- Monitoring of assets transfer from old plan to new plan
- Company and employee meetings
- Ongoing service