With questions surrounding the Federal Social Security System and the uncertainty of a secure retirement income, employees are looking more and more to their employers' retirement program as their foundation for retirement needs. Employers are looking for a retirement package that offers creative design, administrative simplicity, diverse funding with well known, solid funds, and superior employee communication. Those options can be purchased separately or in any combination.
Every employer wants the ability to provide the employees with simple, yet comprehensive statements.
Whether the plan is Trustee directed or participant directed, a participant's ultimate retirement values will be determined by this critical area. Our direct link to the funds allow us to provide our clients with daily transfers and valuations. An ineffectively communicated plan will result in low participation and employer frustration. The best of investment choices and the most efficient administration are meaningless if the plan benefits are not appreciated by your employees. We encourage our clients to allow us to provide Goal and Retirement Planning, Risk Tolerance Management and Retirement, Tax and Income Maximization Counseling as part of our standard services.