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Business Retirement Plans

Basic services offered by most plan brokers:

  • Product Procurement
  • Plan Enrollment
  • Employee Assistance
  • Provider Web Site
Those basic services may not be enough for today's regulatory requirements. Are you aware of the many changes in the law concerning business retirement plans? Are you aware that failure to comply with regulatory mandates could potentially adversely impact your retirement plan and your business?

YOU MAY NEED

the value added services provided by Financial Advisor Network:

  • Pre-Annual Plan Review Preparation
  • Coordinate Education
  • Conduct Employee Education
  • Proactive Service Calls
  • Comparison of Alternatives
  • Annual Plan Review
  • Coordinate with TPA
  • Respond to Company Level Issues
  • Customized Plan Design
  • Conduct Sponsor Education
  • Federal Compliance Notification
  • Investment Evaluation
  • Assist Employees with Forms
  • Employee Financial Strategies
  • Executive Financial Strategies
  • Employee Departure Meetings
  • New Enrollment Meetings