Are you paying too much for your plan?
Costs can vary greatly based on plan features, provider, investment choices, number of employees, and overall assets in the plan. Have you done an audit to clearly identify your expenses associated with your plan? We provide a full comparative cost analysis to give you clarity into your plan options.
Are you in the right plan?
Business owners have flexibility when establishing a plan, but your needs may change over time requiring a plan refresh. You may be in the right product, but in the wrong plan design.
We also help monitor if you are meeting your plan requirements. As your plan administrators, we will test annually to determine if the plan meets the required guidelines and suggest possible strategies to increase owner contributions.
EMPOWERING EMPLOYEES WITH EDUCATION
Our Wealth Advo(k)it program provides financial education and strategies.
Every employee has access to our financial planning program. We start by getting to know them – their values, goals, and any specific circumstances that may impact their financial picture.
Our financial advisors work with them on helping them to plan for their future with confidence.
SET UP A PLAN ANALYSIS
Our advisors have the knowledge and experience to provide you with a comprehensive outside review of your retirement plan.