Business Planning

We specialize in working with employer sponsored retirement plans. As a plan sponsor, did you know that you are a FIDUCIARY? We have a process in place to help you manage your Fiduciary Duty.

Fees

Do you know the total costs for your plan and employees?

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We offer:

  • Detailed fee analysis
  • Monitoring of provider’s costs and services

Investments

When is the last time you reviewed the investments in your plan?

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We offer:

  • Regular Investment Committee meetings
  • A consistent and prudent analysis process

Plan Design

Does your plan meet your corporate and/or personal goals? 

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We offer:

  • Employer match and profit sharing analysis
  • A customized approach

Financial Wellness

Are you going above and beyond to help educate your employees?

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We offer:

  • Annual education meetings
  • Dedicated one-on-one time with each employee

We take pride in helping you coordinate the administrative aspects of your retirement plan. Our Financial Wellness programs allow us to serve as a valuable resource to your employees.

Click HERE to learn more about one of our solutions.

Contact us to learn more.

Visit

4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

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Contact

410-828-4411 | 800-770-0029

410-583-0102