Financial Services

Qualified Retirement Plans

Financial Planning/Wealth Management

Insurance Services

Other Services

As a plan sponsor or fiduciary, do you have a strategy in place to evaluate the success of your plan? Do you have a thorough understanding of your plan’s expenses? Is your retirement package competitive enough to help you hire and retain key employees?

Now more than ever, businesses need professional help executing a successful and compliant retirement plan. Even if you can keep on top of the industry changes, it’s likely you don’t have time to implement and communicate them. In addition, the way of doing business in the qualified retirement plan arena has changed. The pressure is on employers to bear more fiduciary responsibility than ever before.

Some of our competitors approach the qualified plan business as if it were merely a commodity; their enthusiasm waning after the sale. The Advisor Group will develop, implement and service an integrated solution, combined with ongoing support.

Our advisors help you by:

• Analyzing your plan goals and objectives and creating an Investment Policy Statement (IPS) to monitor plan investments.
• Selecting plan providers and evaluating plan expenses based on your needs.
• Educating and empowering your plan participants so they have confidence in taking more responsibility for their own financial future.
• Keeping you abreast of legislative changes that affect plan design and fiduciary obligations.

In addition to servicing 401(k) plans, our professional experience extends into the governmental, pension and nonprofit plan arena. E-mail us for more information and learn how we can help you design, implement and manage a successful qualified retirement plan.