Retirement Plan Services
AS THE BUSINESS OWNER, IS YOUR RETIREMENT PLAN MEETING YOUR GOALS?
A good retirement plan should:
- Achieve employee plan participation exceeding 85% of eligible employees.
- Provide your employees with the best investment choices, education and guidance.
- Minimize investment and administrative costs to the Company and its employees.
- Provide your Company with the proper advice and tools to meet its Fiduciary responsibilities.
- Provide easy access for your employees to monitor their accounts.
- Provide full fee transparency.
ISN’T IT TIME FOR YOU TO REVIEW YOUR EXISTING RETIREMENT PLAN?
Glass Jacobson ranks in the Top 1% nationally* among plan advisors for a reason- we help Plan Sponsors AND participants meet their goals. Our approach is different because we:
- Maximize employee participation and encourage their retirement readiness through one-on-one counseling. We motivate your employees with education and confidence to take advantage of the retirement planning opportunity you are providing.
- Provide a diverse lineup of low-cost investment choices to meet a wide spectrum of investor types, risk tolerances and sophistication levels.
- Protect the Plan Sponsor using a prudent investment process to manage investment decisions.
- Fully disclose investment fees.
- Ease the burden of plan administration.
Our expert team of credentialed advisors is here to help you make smarter decisions and reach your goals.
Tap into Glass Jacobson’s holistic wealth management model to coordinate your retirement plan with business objectives, help your employees be retirement ready and achieve your financial goals. Contact Paula Friedman for a free look under the hood: paula.friedman@glassjacobsonIA.com