Our clients have many responsibilities outside the retirement plan. Our one role is to serve as their Retirement Advisor. To that end, our quarterly due diligence review is quite extensive. The objective is to give our clients “the state of their retirement plan” — discussing the funds of the plan, performance, and suggest better funds to replace under-performing funds, where necessary. With our Chief Investment Officer and Fi360 we utilize all available resources to give our clients the most advanced and comprehensive investment advice possible.
Understanding investments is only useful if you understand what is going on in the Market and what can be expected both for the short and long term. Our quarterly Market Commentary, distributed to all clients and participants, details the quarter that was and forecasts the quarter ahead.
Designing an annual education campaign lays out a plan for the entire plan year. Education is an ongoing process that will be an agenda item each time we meet. In addition to the market and education topics, we also discuss any relevant legislative updates.
The only constant in the retirement industry is change. We work with a top ERISA attorney to proactively keep our clients aware of changes as they occur, and what can be expected in coming months and years.
In addition to an agenda, Market Commentary and topical education articles, we provide each client the following reports at each quarterly meeting:
Learn more about 401(k) quarterly performance reviews by calling us at 877-595-0833 or filling out the form below.
Latest Updates & Information
The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.Read full story here
The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.Read full story here
Check out the Second Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here