An optimized retirement plan can help reduce challenges and move your business toward greater financial success.
Poor retirement plan design can also cause problems such as:
Financially stressed employees
Less productive employees
ERISA regulatory risks
High employee turnover
Failure to attract talent
Poor retirement plan design can leave business owners feeling overwhelmed.
We understand how overwhelming it is to manage the many facets of your company's retirement plan. That’s why we partner with you to remove the burden of retirement planning and set your employees up for greater success now and in retirement.
As a business owner, managing an attractive and effective company retirement plan alone can be daunting. We help reduce that burden as your co-fiduciary. We build and optimize your retirement plan, plus provide ongoing financial wellness education to your employees. With your company’s retirement plan handled, you can focus on what matters – growing your business.
Retirement Plan Specialists with decades of experience
Accredited Investment Fiduciary (AIF®)
$325 million assets under advisement, supported by a $2.5 billion RIA firm*
Contributors to a financial wellness study to understand the links between employee financial wellness and productivity
*Estimated as of February, 2019
How we help business owners
Mitigate risk and personal liability as your co-fiduciary
Develop investment plan policies and disclosures
Simplify processes around your plan
Minimize plan costs
Enhance benefits offered to employees
How we help employees
Educational and communication programs
On-site enrollment meetings with licensed advisors
Group and individual meetings to discuss plan features, financial planning, and wealth management
Asset allocation models based on personalized information
Monitoring and measuring the success of the employee education and communication
Download Our eBook: "Top Four Questions to Ask Before Hiring a Financial Advisor"
Here's what you'll learn:
The difference between fiduciary and suitability standards
Learn how some advisors may not be required to work in your best interest
Be aware of various types of hidden costs
The importance of third party custodians
The difference between fee-based and fee-only
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At Carnegie Investment Counsel, we know you are proud of the business you have built.
You want to attract and retain the best employees. In order to do that, you need an effective and easy-to-manage retirement plan. The problem is retirement plans can be cumbersome and complicated, which can make you feel ineffective as a plan sponsor.
We believe business owners shouldn’t have to manage the complexities of their retirement plan alone.
We understand the frustrations of devising a company retirement plan. Our experienced team of Retirement Plan Specialists works as a fiduciary to relieve you of the burden of plan responsibilities. As an Accredited Investment Fiduciary (AIF®), we help mitigate financial and legal liability. Plus, we assist with proper policies and procedures to keep you compliant.
SCHEDULE A COMPLIMENTARY
First, schedule a free consultation to share your goals and objectives.
DISCUSS YOUR GOALS
AND DEVELOP A CLEAR PLAN
Second, we benchmark and assess your current retirement plan.
IMPLEMENT YOUR PLAN
Third, implement a strategy for ongoing management of your retirement plan.