INVESTMENT MANAGEMENT SERVICES TO HELP OUR CLIENTS MANAGE THEIR INCREASINGLY COMPLEX FINANCIAL ISSUES

In general, all 401(k) plans have the same basic objective – to serve as a retirement savings plan for employees. Yet there are many different 401(k) plan models that suit a wide range of specific company needs.

 

As a sponsor of a 401(k) plan, your company shoulders a major responsibility – you must listen to the needs of your employees and then select the appropriate service provider. The selection of plan advisor is the key to determining a reasonable cost, the optimal plan design provisions, ongoing legal compliance, proper administration and plan participant education.

 

How do you know if your company is meeting these challenges? How do you select service providers or investments – what are the criteria? You should consider hiring a financial advisor who specializes in 401(k) plans and is dedicated to your needs.

 

Delivery of these services in a format consistent with your organization’s expectations is critical. If the different components don’t fit well together or match your needs, the results may include incorrect depositing of funds, inaccurate and untimely participant information or IRS reporting, and/or employees who don’t understand, appreciate or participate in the plan.

 

 

 

 

 

Any product listed on this page is for information purposes only. You should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Past performance is not a guarantee of future performance.  You should consult a tax professional before making changes that may effect your taxes.