|Risk Managed Qualified Plan Solutions
Featuring iSectors Allocations
Owning and managing a business is a full-time job. We believe overseeing your company's qualified plan shouldn't be one too. In today's competitive job market it is important to have a qualified plan that meets the current and future needs of your employees to attract and retain talent.
Talk to us about how we can help your company establish a sound fiduciary process. We make it easier for plan trustees to meet their obligations to monitor the work of service providers in order to create a successful retirement outcomes for plan participants.
News You Can Use:
August 19, 2014, Chuck Self, Fox Business News, After the Bell
May 08, 2014, Vern Sumnicht, MBA, CFP, Founder and CEO; The MoneyLife Show with Chuck Jaffe -
"The Big Interview with Vern Sumnicht"
April 25, 2014, Investment News
March 25, 2014, 401k HelpCenter: "Are Small Businesses Paying Too Much in 401k Fees?"
March 2014, Financial Advisor: "High Fees can Swallow 401(k) Tax Savings, Researchers Warn"
Febauary 2014, Yahoo Finance: "The Crushingly Expensive Mistake Killing Your Retirement Plan"
December 2013 LIMRA Blog: "After One year Are Fee Disclosures Working?"
December 10th, 2013, Benefit News: "Public Pensions Increasingly Embrace Alternatives"
December 4th 2013, Financial Planning: "Does Modern Portfolio Theory Still Work?"
November 19, 2013: Yahoo Finance on ETFs in 401k Plans
Please contact us so that we can create a solution for your clients.