Employee Financial Planning Services

We offer a independent, comprehensively-written portfolio review and analysis

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Retirement Planning

For more than 23 years we have provided Employee Financial Planning Services.

Does your Retirement planning concerns include, what you should do with your 401(k)? Selecting the right investment choices during your employment? Should you rollover your 401(K) into an IRA, after you change jobs or retire?

The review will contain the following information:

An independent review the retirement planning needs of your employees, 401(k) or 403(B) Portfolio.

A written portfolio review and analysis on each investment vehicle that you have chosen within your company-sponsored retirement plan, based on the guidelines set forth in the Investment Policy Statement (IPS).

Wealthcare Retirement Assessment™

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Does Your 401(K) Plan Offer A Self-Directed Brokerage Option?

Employee Financial Planning Services

Over the past few years many employers have enhanced their retirement plans to include a Self-Directed Option (SDO) so that employees who contribute to their 401(K) plan can have more investment choices and greater flexibility and control of their retirement funds before retirement.

Plans that offer a SDO have included the employer retirement planning services of the following institutio nal investment custodians:

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  • Fidelity Investments (aka, “NetBenefits”)
  • AON Hewitt
  • Vanguard
  • T. Rowe Price
  • Charles Schwab & Co., Inc.
  • TD Ameritrade Retirement
  • Pershing
  • National Financial Services (NFS)
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Plans that offer an SDO or Brokerage Window offer employees the opportunity to take full control of a portion of their current retirement account by linking it to the existing Core account. In doing so, participants expand the range of investment choices beyond the Core investments and have access to the same management style as High Net-Worth Investors, Institutions & Foundations.

Your Core account refers to your retirement account through your employer. The SDO or a brokerage window is a choice on eligible plans that offer investment choices such as mutual funds, exchange-traded funds (ETFs), stocks, bonds, brokerage certificates of deposit (CDs) and access to fiduciary investment advice through a Registered Investment Advisor.

SDOs are very similar to traditional brokerage accounts, but because it is part of your retirement plan, you may only fund your SDO by reallocating money to it, from your core retirement account. If you feel that you would benefit from having an investment professional to assist you with making suitable investment choices that represent your risk tolerance, values, needs and goals, then a SDO could be appropriate for you.

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