Pension Consultant Boston

Financial Advisor Tim Hayes Boston & Dartmouth, MA | An Independent Consultant

  • I work with your retirement plan’s administrator to build or update your investment policy statement (IPS).
  • Build a template that produces plan-specific investment recommendations and reports as well as fee and compliance reports.
  • Be there when you need me — for enrollments, the continuing education of the employees, and quarterly and yearly fiduciary reviews.
  • For companies without a retirement plan, I size up and help implement the one (401(k), Profit-Sharing, 403(b), SIMPLE, or SEP) that works best for your company.

* The purpose of the IPS is to set up guidelines for the portfolio or retirement plan.

 

Must read articles for employers

Book an Appointment Phone or In-Person

July 2019
MonTueWedThuFri
12345
89101112
1516171819
2223242526
29303112

About Financial Advisor Tim Hayes

Independent Financial Advisor

I am registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I've held an industry securities registration for 26 years and am subject to SEC and FINRA oversight.

Click to Call

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Pin It on Pinterest