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Retirement Plan Review

1 h
Complementary
Phone and Online Review

Service Description

With just a few questions and a little information from you and your companies filings with the government we can extract benchmark comparisons of fees and performance as well deficiencies. This allows us to assemble a detailed plan comparison and report about your company plan and a full evaluation of the pre-selected investments you have chosen and give you insight on how you can improve fiduciary processes used by your investment policy committee to select investments. *As this is public information we make this available to Employee and Employer equally to assure FULL TRANSPARENCY.


Contact Details

paulofg@aol.com


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