Company Retirement Plans

Could your company retirement plan be better? A company sponsored retirement plan is an important benefit for employees, key staff and owners. Are you getting your money’s worth? Could the plan be improved? Here are four problems we hear about most often.

Low participation

<strong>Low participation</strong>

Getting employees together and encouraging participation can sometimes feel like herding cats. Low participation can lead to more problems such as failed testing or disgruntled employees.

Poor service

<strong>Poor service</strong>

No one likes paying for something and then getting less than they expect. A company retirement plan costs money. Make sure your plan is priced right and the service you receive is what you expect.

Legal requirements

<strong>Legal requirements</strong>

Department of Labor, ERISA laws and your fiduciary obligation all take an interest in you and your company’s retirement plan. None of these are fun nor simple topics. If you don’t have the time to remain current, know getting it wrong could be costly.

Investment choices

<strong>Investment choices</strong>

This is your retirement. Having access to and selecting the right investment for your goals may make all the difference. Would you like better choices? Would you like more education about your choices from a financial advisor?

Start improving your plan with a retirement plan review.

Our retirement plan review will examine a variety of issues and deliver a written report about your plan. You are already paying for a company retirement plan, why not get a no obligation review to see what, if anything can be improved?

Like to learn more first?

Better understand your fiduciary responsbibility with a free guide from the IRS. Download your copy of Meeting Your Fiduciary
Responsibilities from the IRS website. It is a free government resource! (Click here for IRS website)

Or call us at 650-458-0312 with your questions.

Have an old 401k? Wondering what to do? Request our Free Rollover Guide to help with your 401k decisions.

Thank you!

For more information about our retirement plan services or find the answer you need, please call or email us. We are would welcome the opportunity to speak with you. | (650) 458-0312