As a Certified Plan Fiduciary Advisor and 3(21) fiduciary it is my job to assist you, the plan sponsor, to design a retirement plan that aligns with your business and engages your employees and helps them feel confident with their future retirement planning strategies.

To accomplish this I believe in:

  1. Listening to you and your unique business needs for plan design and implementation.
  2. Helping you create an organized process for a compliant plan.
  3. Supporting employee plan accessibility and communication.
  4. Promoting overall financial wellness and retirement readiness.

So, why is all of this important? Because a company’s defined contribution plan has become the foundation of retirement planning for the majority of working Americans in the private sector.

As an employer offering a defined contribution plan to your employees, you have a fiduciary responsibility to make sure that you are in compliance with ERISA law regulating guidelines.

You also want to make sure that you are providing the best plan possible to your loyal employees who are showing up every day dedicated to making your business run!

Contact me to benchmark your current plan or review options for a new plan.

Complimentary consultation

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