Employer-sponsored retirement plans have numerous benefits. From attracting and retaining employees to tax benefits for owners. By having us analyze your plan and work with you to help optimize the plan design customization now and ongoing can make a difference in your bottom line.
However, with anything finance-related, there are several layers to coordinate. As a business owner or other fiduciary on the retirement plan, you need to be specifically mindful of ensuring the smooth and compliant operation of your plan.
By doing both of these items, you can optimize the benefits you and your employees receive while fulfilling your fiduciary responsibilities.
RockWay Wealth Partners is highly focused on helping you with your fiduciary responsibilities and liability. We’ve made it a top priority throughout our entire client service model.
One major aspect of that is the many technology tools we use to help to deliver industry best practice service.
We use the LPL Retirement Partners Tool Suite, which has been certified by the Centre for Fiduciary Excellence (CEFEX) for Investment Support Services. As our client, you will save time, effort, and stress knowing that you have best-in-class tools being put to work for you.
What does this industry best practice support mean for you?
Defined Contribution - 401(k), 403(b), Profit Sharing, ESOP, etc.
Defined Benefit - Pension and Cash Balance Plans
Group / Multiple / Pooled Employer Plans & Programs
Self-Employed & Small Business Plans - SEP & SIMPLE IRA Plans
Plan Design Analysis & Consulting
Plan Service Providers/Vendors – Coordination and Management
Fiduciary Roles and Liability Consulting and Support – Details Above!
Employee Education on Retirement Plan(s)/Benefits & Investments
Employee Enrollment Support
Retirement Plan Investment Consulting
Non-Qualified Plan Consulting