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ExpertQuote's experienced professionals help to create a customized retirement solution that will meet the unique objectives and goals of your employees and your company.
An ExpertQuote strategy will provide a comprehensive variety of investment choices with the flexibility to consider individual objectives and needs. With a financial market with so many options to chose from, finding the right retirement plan for your business can be a daunting task. That is where the industry professionals at ExpertQuote can prepare a strategic retirement plan for your company by considering the following aspects:
- Tax benefits for the corporation
- Administration expenses
- Implementation Issues
- Reporting requirements
- Benefits for employees
- Type of contributions (e.g., employer-funded, employee salary deferral, etc.)
- Benefits to be maxed out for which Employees (all employees,key/select, older, etc.)
We offer a comprehensive approach to developing, measuring, and supporting your company's retirement plans. Our processes are designed to reduce your internal administrative support while increasing oversight and employee awareness.
Plan implementation process:
1. Plan Evaluation:
We begin the process by having a clear understanding of our clients and their goals. We examine your retirement plan objectives and concerns, and then develop comprehensive analysis of alternative solutions.
2. Retirement Plan Tax Optimization
We then develop a study to ensure that we capitalize on the tax benefits of the plan for both you and your employees.
3. Fiduciary Protection
We continue our thorough process by establishing a comprehensive investment policy statement and put systems in place for monitoring and managing investment legal requirements. This helps to prevent plan fiduciaries from becoming involved in unnecessary litigation.
4. Alternative Plan Analysis
In order to fulfill your responsibility to provide regular comparisons of your current 401(k) with industry alternatives, we provide you with a detailed analysis of multiple plans specifically created for you to achieve your company's goals. This has the added benefit of always keeping you current with the best programs that are available for your 401(k) plan.
5. Retirement Plan Review
Our efforts to ensure that you and your company have a comprehensive retirement plan does not end there. We continue to evaluate and measure the plans effectiveness in order to maximize the value of the plan. This ensures that your plan will continue to be a strong and valuable part of your corporate plan.
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