Employer Retirement Plans
Among our key goals as your investment advisor is to focus more of your attention on your investment plan, and less on market volatility that can cause you to lose sight of the discipline required to achieve your real goals. Our initial meetings with you includes analysis of your financial situation as well as a discovery of your values, goals and relationships. We use what we learn to draft your written Investment Policy Statement, which guides us and you in structuring your portfolio.
Effective, Efficient, Employer-Sponsored Retirement Plans
A good employer-sponsored retirement plan should be effective and flexible for participants, in order to help them meet their retirement savings objectives, yet simple and efficient for administrators like you.
A successful plan should not only encourage participation, but should also inspire participants to defer enough of their salary to prepare for a comfortable retirement, and should provide enough options to allow them to ensure their assets are appropriately diversified based on their retirement goals.
We provide Comprehensive Retirement Services including:
- Plan selection & design
- Participant education & enrollment
- Guidance with fiduciary compliance
- Assisting human resources to reduce retirement plan workload
- Provide guidance to plan trustees
- Design & monitor investment portfolios
Request a Consultation
At PKS Advisors we are confident in our ability to prove our value. Please feel free to use any one of the methods below to let us know how we can assist you both personally and in your business.
