Evaluate Your Current Plan
|Do you feel your tax bill is fair?||Yes||No||Maybe|
|Are you saving enough for retirement?||Yes||No||Maybe|
|Does your plan reward you and your key staff with a larger share of the company contributions as compared to the regular staff?||Yes||No||Maybe|
|Can you direct specific dollar amounts to deserving employees?||Yes||No||Maybe|
|Do you perform an annual investment review complying with IRS/DOL fiduciary obligations?||Yes||No||Maybe|
|Are your participants frustrated with their investment education or lack thereof?||Yes||No||Maybe|
|Do your employees understand and appreciate your retirement plan?||Yes||No||Maybe|
|Are you satisfied with the response time of your present plan consultant and administrator?||Yes||No||Maybe|
If you have any “no” answers, your building blocks may need to be reassembled.
Call us to start building your masterpiece.
Our Building Block approach can resolve any problems or challenges faced when choosing a retirement plan option. The Building Block approach offers a comprehensive analysis of your business and personal life objectives.