Financial Advisor Pension Consultant Boston

Financial Advisor Pension Consultant Boston
  • I work with your retirement plan’s administrator to build or update your investment policy statement (IPS).
  • Build a template for your company’s 401(k) or not-for-profit 403b based on your investment policy statement that produces plan-specific investment recommendations and reports as well as fee and compliance reports all of which are now required by the government. 
  • Be there when you need me — for enrollments, the continuing education of the employees, and quarterly and yearly fiduciary reviews.
  • I provide investment advice to plan participants, encourage them to take an online risk profile assessment that we can use to help them re-balance their accounts or allocate their contributions.
  • 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 setup guidelines for the portfolio or retirement plan.

Financial Advisor Pension Consultant Boston

404(c) Compliance ERISA Checklist

Section 404© of ERISA requires plan sponsors to provide specific information and education to their employees Read more

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