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Choosing the right retirement plan for you and your employees.
A Third Party Administrator not only serves as a facilitator for your
retirement plan, but is also a valuable resource for the success of your
plan. We will help you design a custom plan tailored to your
specific needs. We can also assist you in selecting an Investment
Advisor and a Recordkeeper.
Your Recordkeeper serves as a chassis for your retirement plan. They
provide quarterly participant statements, trading, and accounting
services. We also work with a wide variety of Record Keepers. For a list of our
preferred Recordkeepers, click here.
Your investment advisor is a valuable resource in determining the
investments that best serve you and your employees. We can work with
any advisor. We can work with your current advisor, or we can help you
select a new one.
It starts with you, the employer. Without a plan sponsor – a
retirement plan does not exist for your employees. Your choice of
service providers will depend on your objectives and financial goals.
ASPPA’s Hoffman to Obama: Preserve Retirement Plan Tax Benefits!
Craig Hoffman, ASPPA’s general counsel and director of regulatory affairs, sat with AdvisorOne on Sunday afternoon for an exclusive interview [...]
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