Retirement Plan Consulting
Elevate Your Business with Tailored Retirement Solutions
At Equanimity Wealth Management, we recognize the importance of a well-structured retirement plan for both your business and your employees’ financial well-being. Our retirement plan consulting services aim to develop a customized solution that considers your company’s unique needs, with a focus on providing potential benefits and promoting financial awareness among your team members.
Strategic Retirement Solutions for Your Business Success
Our team of financial advisors collaborates with you to review your existing retirement plan, explore possible areas for enhancement, and devise a strategy consistent with your business objectives. We strive to offer support in maintaining your plan’s compliance, tax efficiency, and currency with industry trends. By working with us, you gain access to professional insights that may contribute to your employees’ preparedness for retirement, while fostering a committed, driven workforce for your business. Allow us to assist you in promoting financial security and helping your employees work towards their retirement aspirations.
Services We Offer
Empowering your vision, crafting the roadmap to financial success.
Offering comprehensive retirement plan consulting services from strategic consulting to implementation, fiduciary guidance and employee education; we’re committed to helping you navigate the complexities of retirement benefits for your business and workforce.
Investment Services, ERISA §3(38) Investment Management, and ERISA §3(21) co-fiduciary investment services
Fiduciary Education for Trustees and Investment Committees
Assistance with Investment Policy Statements
Interactive online tools and videos for streamlined participant education
Participant education, including one-on-one participant guidance
Fee benchmarking and service provider support
Regulatory compliance reviews
Optimizing Retirement Plan Management with Experience and Efficiency
Administering a retirement plan is complicated because retirement plan sponsorship is not what your business is about, but it is our business. We have the knowledge to help you comply with federal rules and regulations while helping you fulfill the conditions necessary to claim statutory and safe harbor liability protections.
We can help to reduce operational and investment costs while maximizing the benefit that employer contributions can have for you.
Most important of all, we can make your retirement plan the meaningful benefit that it is intended to be: a tax-favored method to save for a comfortable and secure retirement. After all, isn’t that the primary goal of a retirement plan?
The value of any plan service provider should be determined in part by its contribution towards helping participants save for retirement. In this respect, Equanimity Wealth Management delivers real value. A core service of ours is providing educational efforts and investment guidance for participants with the same perspective we as investment advisors bring to our Wealth Management clients. (Many of our Wealth Management clients also have significant assets within qualified retirement plans we help manage.)