Retirement is something that affects everyone. We view it comprehensively — just as we do life and markets themselves. We are experts you can trust with your future and that of your family and employees.
Does your retirement plan Advisor provide more services than just attending your enrollment meetings? Do you fully understand how much you and your employees are paying in total fees for your retirement plan? How does this compare to peer groups and industry norms? Has your retirement plan accomplished a participation rate greater than industry averages? Does your Advisor even provide Plan Statistics to you on at least an annual basis? How do you determine if your retirement plan is achieving its purpose?
At Fortune Financial, our focus encompasses all aspects of your retirement plan. It includes everything from the beginning – such as plan design, creating an Investment Policy Statement, to the types of investments allowed in the retirement plan. Our services also include determining the structure of the Investment Committee, assisting with the choice of investments within the retirement plan, avenues for shielding potential liabilities with 3(21) protection, and ongoing monitoring and updates to your retirement plan.
Plan analysis and design
Creating an Investment Policy Statement
Investment selection and ongoing monitoring
Fee analysis and comparisons
Financial education and workshops
Working with employees on a 1-on-1 basis to help them define and achieve their financial goals
Ongoing retirement plan statistics and reviews
Explanation of all retirement plan fees
Consulting on fee minimization
How to structure your retirement plan in advance of the company becoming public
And so much more! Contact us today to schedule your appointment.
