Does Your C-Suite Have a Chief Retirement Officer?
Chances are, no one in your organization is an expert in retirement plans, nor do they need to be. When you hire Fiduciary Financial Partners, we step into that role, becoming an extension of your team. We offer the experience & expertise to help your business or nonprofit navigate the complexities associated with retirement plans. We have the know-how and bandwidth to effectively manage your employer-sponsored retirement plan.
We consult with owners, executives, directors and managers on the installation and ongoing management of employer-sponsoredretirement plans. Fiduciary Financial Partners can help you:
Financial planning and consulting services for your key people
Offering financial planning as a fringe benefit to your executive/leadership team can set your company apart when top candidates are scarce. This service is available as an additional offering to organizations that hire us for retirement plan advisory and consulting.
Because no two clients have the same needs, we walk together through a process that enables us to learn and act upon your specific needs:
Get acquaintedID organizational driversConfirm why you want a retirement planSet the course
Gather organization’s retirement dataOrganize that data:Complete program assessmentPlan documents
Analyze data across five key points:
Retirement readinessPlan administrationCostsInvestmentsService providers
Formalize planAdjust design as neededConduct added planning for conversion, education and enrollment
Manage plan on an ongoing basisSchedule group and individual check-up meetingsOffer educational sessions
Our complimentary 3-step process showing you how to simplify retirement planning for either yourself or your business.
This process will also help you evaluate our services and make an informed decision about working together.