As a retirement plan fiduciary, your time is consumed with day-to-day business operations. Tending to your retirement plan can be a huge chore. Not only is it time-consuming, it can be costly and even expose you to personal liability as well!
It’s no surprise that when it comes to helping employees build their financial future, important things sometimes fall by the wayside.
We specialize in the creation, design and management of many different types of ERISA qualified – and non-qualified – retirement plans.
Depending on the size and scope of your business, a retirement plan may be a great way for you to slash your taxes and save for your financial future. The best part is you get to help your employees retire earlier and with more money confidence than they’d ever thought possible!
Money Purchase Plan
Cash Balance Plan
As a plan fiduciary you not only have a responsibility to act in the best interests of your participants and their beneficiaries, you may also have personal liability in doing so. Hiring just any plan advisor isn’t good enough!
As a CEFEX certified fiduciary, we can act as a 3(21) or a full 3(38) under ERISA to you and your retirement plan. This means we’re ultimately qualified to shoulder as much risk and liability from you and your 401k plan as possible.
Give Us A Call! 702-987-1607
We’ll schedule an initial 401k plan evaluation to confirm you’re doing an excellent job as a plan fiduciary OR expose potential holes and liabilities of which you should be aware.