Qualified Retirement Plans
Our firm specializes in
the design, setup and servicing of Defined Benefit, Defined
Contribution, Money Purchase, 401K and Profit Sharing Plans.
We have partnered with
some of the best companies nationwide to bring our clients the latest in
cutting edge technology involved in this arena.
These companies provide
some of the following:
- Plan specific
details, customized asset/liability studies taking into
consideration the specific factors for the plan
- Portfolio
(manager) structure
- Selection and
daily trade monitoring
- Ongoing
performance measurement
- Risk monitoring
- General investment
research and analysis
- Portfolio
rebalancing
- Trade cost
analysis
- Relationship
building
The benefits to our
clients are:
- A more informed
decision-making process
- More consistent
performance
- Better risk
control
- Improved plan
governance
- Customized
implementation
- The cutting edge
in technological support for employer/employee
- Great
diversification at a lower cost
- Participant
education and training
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