Providing transparency so that you know your real costs and real returns.
We utilize our independent, non-affiliated connections to establish ongoing, successful retirement plans for both you and your employees. With no tie to any one platform or mutual fund company, we are free to place your plan where it is best suited.
When assessing your current retirement plan, here are three questions to ask:
- Do you know what “revenue sharing” is and how much is being paid on your plan?
- Do you know what hidden fees you are paying and who you are paying them to?
- Have you completed a benchmark analysis of your current plan’s performance and cost?
We are a full service retirement plan provider including: 401k, Simple IRA, profit sharing, traditional IRA, Roth, Simplified Employee Pension (SEP), Defined Benefit Plan, 403B, Deferred Compensation, Executive Bonus, and more.
To schedule a review of your current plan, please contact us here – or call 208.345.9944.