Employer-Sponsored Retirement Plans

As your retirement plan advisor, I help small- to medium-sized businesses establish and maintain effective retirement plans. I offer a comprehensive range of retirement plan consulting:

• Individual Retirement Accounts
  
• IRA Rollovers*
  
• Simplified Employee Pensions and Keogh plans
  
• SIMPLE plans for small business
  
• 401(k), pension, and profit-sharing plans
  

As your dedicated retirement plan advisor, I can help you:

• Negotiate competitive cost structure
  
• Coordinate an effective service strategy
  
• Review performance reports
  
• Analyze diversification Benchmark investment expenses

* Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets. Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.