Whether you are a company with 5 employees or 1,000, finding the right financial advisor that’s a good fit can be a challenge. Retirement plans can be sophisticated which requires special attention, acumen, persistence, and time. Plans also should be custom designed with special attention to proper governance at the highest standard.
At SFG, we work for organizations that want to grow, nurture, and empower their workforce through custom-tailored, participant-focused benefit packages. We are dedicated to the retirement plans space, which means we commit every day to help plan sponsors and plan participants formulate customized plans to reach desired, attainable outcomes.
We host group and individual meetings to analyze your plan design to confirm that it aligns with employer and employee goals. We manage the plan with the employees best interest and provide investment analysis for selecting and monitoring investments. We then provide a fiduciary oversight that includes proper record-keeping and an audit to proof your plan so that you can feel comfortable and confident that you and your employees are taken care of.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.