We collaborate with our clients and help them design the most suitable retirement plan for their business or non-profit. Whether it is a 401(k), 403b, SEP IRA or a Defined Benefit Plan, we have the resources to help you establish your plan.
We work with an experienced team to manage your plan’s investments, administer your plan design and ensure that you and your plan participants are educated on how the plan supports your retirement goals and objectives.
Marilyn Suey is an Accredited Investment Fiduciary®
Our retirement plan services include three main areas: investment management, sponsor advisory services and plan participant services.
Investment Management: Our services include preparing an investment policy statement, selecting investment options, selecting a participant default investment option, monitoring performance of investment options, developing model portfolios for participants who prefer to have their assets professionally managed, assisting in disclosures to participants and regularly reporting on returns and risk.
Our fees are calculated based on a percentage of the market value of the retirement plan assets (i.e., the total value of all plan participant account values). Our fee-only compensation removes conflicts of interest and helps to ensure you and your plan participants receive impartial advice.
As a business owner, you face unique challenges when building a financial future. This report provides insights into mistakes small business owners often make and steps to take when building toward the retirement you desire.