547 North Mt. Juliet Road,
The employer sponsored retirement plan can be one of the most important benefits sponsored. Through working together, we help make sure the plan is transparent and is set out to achieve the goals of the plan. Our approach helps you identify the goals of your plan while also helping you to implement and monitor plan success.
Plan design is a crucial aspect to the success of a plan. Our ability to implement many different structures of plans allows us to help design and implement the best plan for you. Only through developing clear goals and objectives can you make sure you have the right plan design. That could be setting up a Traditional 401(k), Safe Harbor 401(k), Profit Sharing 457(b), Defined Benefit (like cash balance plans), and designs that include a 401(k)/DB combo plan.
Reevaluating the plan is important. Not only will we help the plan sponsor monitor the plan success, but we also have dedicated Advisors to help answer any participant questions. Your employees will never need to call an ‘800’ line when you work with us. Rest assured knowing your employees are one call or email away from speaking with a local CERTIFIED FINANCIAL PLANNERTM.
Sometimes it can be confusing who to direct a retirement plan question towards. When you are working with us, we are your go to for all questions. If we don’t have to the answer, we’ll work with you to make sure the correct professional can get you the answer you need.