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What Goes into a Robust Retirement Solution

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Saving for retirement is extremely important. Employers are in a precarious position these days. They want to do what is best for their employees, but are unsure if they are offering the best retirement solution for them.

A robust retirement solution must go beyond the basics of choosing the right service providers. It must ultimately address the question of: Are plan participants on track for retirement? Retirement readiness is a byproduct of the following:

  • Professional and cost-effective service providers
  • An evidence-based investment solution
  • Participant investment education program

Accompanied by an independent plan advisor who acts as a fiduciary, these elements, when appropriately and effectively implemented, allow for the greatest potential for participants to have a successful investing experience.

By engaging with Denise as your independent plan advisor, you will receive the following:

  • Independent analysis of current plan and recommended changes, if necessary
  • Independent audit to ensure the plan is compliant with ERISA guidelines
  • Side-by-side analysis of current versus recommended plan
  • Pre-developed globally diversified portfolios that meet the needs of all types of investors
  • Complete transparency in terms of fees and all parties involved
  • Custom website that allows participants access to videos, article, charts, and calculators to assist them in their own investment education and decisions

For more information on how we can help with your personalized late life financial plan, please contact Denise Delaney at 949-428-0457 or [email protected]