Retirement Solutions for Business Owners

As a business owner, are you challenged by the volume of information and changing federal regulations required to manage your company’s retirement plan?

Our experienced team of professionals is well versed in helping our plan sponsors craft solutions.  Our expertise places an in-depth focus on time tested investment management processes that leverage the power of academic research, low cost solutions for participants and owners, state of the art participant education tools, and plan design services.  We believe in full transparency of all fees and the disclosure of interconnected relationships that may exist between service providers.

We are committed advocates for those charged with the investment and administrative duties in qualified retirement plans.  Let us help you make sense of your company’s retirement plan.

A UNIQUE PLATFORM BUILT TO ENGAGE, EDUCATE AND ENROLL PLAN PARTICIPANTS

A key part of fiduciary responsibility is educating employees and helping them make prudent choices when it comes to investing. At Glass Jacobson Financial Group we combine on-site consultations, 401(k) education seminars and customized retirement planning seminars. We’ve also created an online education program called 401kbuddy™ that has proven to change employee behavior.

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The Plan Sponsor’s Guide to 401(k) Compliance

Download the Plan Sponsor’s Guide to 401(k) Compliance. This comprehensive guide outlines the four main areas plans often experience difficulty and provides a practical questionnaire to help you assess if your plan is meeting compliance standards.

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