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Retirement Plan and Fiduciary Services

Many business owners do not consider the risks associated with being the trustee of their company retirement plan. Our team can help you implement a process to meet these responsibilities.  The process may include:

  • Investment policy statements
  • Investment selection
  • Investment fee and expense review
  • Investment implementation
  • Investment monitoring
  • Quarterly plan reviews
  • Ongoing maintenance
  • Custom Employee Education Outreach
  • 360-degree integration with Payroll
  • 3(16) selection and implementation
  • Plan design review
  • Alternative contribution opportunities

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