Plan Services

As a certified financial planner I am dedicated to helping your participants plan for financial future will which will help them meet or exceed their goals. My service-oriented, team-based approach begins at the local level. With access to a wide range of retirement plan services from some of the most respected names in the industry. We work with our providers to design a customized plan to fit your unique situation.

Step 1: Consultant Needs Assessment

  • Perform a thorough evaluation of your organization's retirement plan needs
  • Monitor industry trends
  • Solicit proposals from competing providers
  • Benchmark your plan to current industry standards
  • Make recommendations (including potentially keeping current plan)

Step 2: Implementation of Plan

  • Coordinate efficient communication with plan providers
  • Coordinate and conduct enrollment meetings
  • Assist in design of Investment Policy Statement

Step 3: Investment Selection

  • Promote appropriate investment diversification through a balance of risk tolerance and needs based assessment
  • Filter for top-tier investment options from a Fiduciary point of view using fi360

Step 4: Ongoing Plan Service

  • Review of Investment Policy Statement compliance
  • Develop employee education strategy and conduct interactive participant education meetings
  • Help mitigate risk by assisting in understanding and meeting fiduciary obligations
  • One-on-one planning

Step 5: Provider Due Diligence

  • Evaluate plan provider's products and services relative to your organization's needs
  • Benchmarking of your plan services offered, utilization, and overall planned competitiveness

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