Are you a fiduciary responsible for your organization’s retirement plan offering? Are you concerned with your employees “retirement readiness”? Are you concerned about complying with ERISA and DOL rules and regulations? Are you a business owner looking to save more for your own retirement? The complexities of managing a retirement plan—such as a 401(k) or 403(b)—have grown dramatically over the past several decades. So, whether you are looking for a 3(21) Fiduciary Advisor or 3(38) Fiduciary Manager we can help.
We will Help you Build a Healthy Retirement Plan
A healthy retirement plan will help you recruit and retain quality employees. A strong plan is structured to help you meet your fiduciary responsibilities and operate efficiently. For business owners, a retirement plan can be a powerful wealth building tool. We work with our clients to help them, organize, formalize, implement and monitor their retirement plan offerings.
FinTrust’s team of ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FINANCIAL PLANNER™, and CHARTERED FINANCIAL ANALYST® professionals can help. Contact us today to schedule a meeting.