We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.

Specific areas we focus on include:
  • Employer contribution strategies
  • Evaluation of qualification and eligibility issues
  • Compliance with legislative changes
  • Support services to help simplify plan administration
  • Optimal use of safe harbors, such as 404(c) and QDIA











Plan Design

2015 IRS COLA Updates
401(k) Plan Checklist
The Impact of Automatic Enrollment on Future Retirement Accumulations
Home | Practice Areas | The Experience | Our Professionals | Careers | Inspiring Success | In The News | Contact | Licensing | EFG Account Access
This communication strictly intended for individuals residing in the states of CA,CO,CT,DC,FL,GA,IN,MA,MD,NJ,NY,OH,OR,PA,PR,TN,TX,VA,VT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2011 - 2017