Retirement Plans

Is Your Company’s Retirement Plan An Asset or a Liability?

We can help identify and correct the common problems plaguing retirement plans such as:

  • Paying too much in fees and expenses
  • Meager investment options
  • Poor plan design
  • Lack of service and maintenance

All of these affect your bottom line and will reduce the amount of money you will have in retirement. 

In today’s times, very few of us maintain and repair our own automobiles because we lack the proper training and time. For many business owners, it’s the same with having a retirement plan. It becomes necessary to enlist the services of a professional.

We specialize in working with small to mid-sized professional groups like yours. We want to ensure that you have the right plan in place for your company. Our clients choose to work with us because we take the time to get to know you and discover what your needs are in having a retirement plan. We will review your current plan, evaluate alternatives, and make recommendations that are suitable to your plan’s needs. 

Most importantly, you can count on us to be there to provide ongoing support and service so you are able to focus on what you do best – running your business. 

Some of our services include:

  • A complimentary review of your current plan
  • Providing suitable, cost effective alternatives
  • Fiduciary education and outsourcing
  • Plan Design and implementation for 401(k) Plans and Cash Balance/Defined Benefit Plans
  • Educational assistance for firm’s employees
  • Ongoing support and service

Let Fair Trust Financial LLC help you understand what your responsibilities are under the new regulations and create a personalized, ongoing service schedule designed specifically for your plan to help ensure that you stay in compliance.

Have questions? Let us know!
Learn more about how I can help you pursue your financial goals. Request a complimentary Discovery Meeting Consultation.