FINANCIAL WELLNESS PLANNER For CEO's & Business Owners | Low Cost 401(k) | Fiduciary Compliant

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FINANCIAL WELLNESS PLANNER For CEO's & Business Owners | Low Cost 401(k) | Fiduciary Compliant Employees

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FINANCIAL WELLNESS PLANNER For CEO's & Business Owners | Low Cost 401(k) | Fiduciary Compliant Details

➤ 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝘆: 𝗘𝗥𝗦𝗔 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝘁 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝘀.Our client was challenged in finding a low-cost 401k solution that was easy to set up and operate while simplifying employee retirement savings. In addition, finding a partner that served as a 3(38) investment fiduciary to oversee the plan's investment while meeting ERISA standards.➤𝗢𝘂𝗿 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆:Working with our extended team, we designed solutions that incorporated integrated payroll services, plan administration, as well as participant service and education. This reduced overall cost and fulfilled fiduciary obligation. ➤𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁:The client was able to minimize liability and reduce workload while providing a compelling comprehensive financial wellness plan for employees that met fiduciary guidelines.

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