401(K) PLANS
Company Retirement Plan Services
Running a business is challenging enough. We strive to ease the challenge by providing a “total plan solution” to help you select the right retirement plan for your company and provide your employees the financial guidance they need.
Our total plan solution takes a comprehensive approach to serving your company’s retirement plan needs, as well as those of your employees. As a fiduciary Registered Investment Advisor, we will work with you to determine the services that will serve you best.
Investment Policy Statement Review
Service Provider Liaison
Ongoing Investment Monitoring and Reporting
Investment Research and Recommendations
Investment Fiduciary Assistance
Participant Support and Education
Plan Benchmarking Studies
Helping 401(k) Participants Make the Most of Their Retirement Plan
We strive to help as many people as possible achieve their financial and life goals, and we believe saving to a company retirement plan is a cornerstone to long-term investment savings.
We provide one-on-one guidance to 401(k) plan participants to help you make better financial decisions and ultimately meet your financial goals.
Investment allocation review: We will provide a third-party review of your investment allocation and provide insight to help align your investment mix with your long-term financial goals.
Goals-based planning: Selecting investments is not enough for most people to reach their financial goals. We will work with you to get a firm grasp on your goals and how much you should be saving to reach those goals.
Need a Second Opinion?
We assist companies that already work with a financial professional and want to conduct an independent study of their retirement plan. Based in Houma, Louisiana, our fiduciary RIA firm provides companies throughout the Gulf Coast with:
Investment Fiduciary Reviews and Recommendations
Comprehensive Investment Reviews
Plan Benchmarking Studies
