Retirement Plans

Consolidated Financial helps our clients set up and maintain a variety of Employer Sponsored Retirement Plans such as SEP IRA’s, SIMPLE IRA’s,  Solo(k) plans, 401(k) Plans, and Defined Benefit Plans.

We strive to take as much of the time and effort of maintaining a retirement plan away from you by providing consistent and timely support for you and your employees.

A condensed list of services we provide to our 401k Clients:

HR Services

  • Leverage Recordkeeper technology to streamline HR workflow
  • Enrollment scheduling, meetings, and follow up
  • Coordination of required participant notices

Employee Education Servicing

  • One to one enrollment meetings in most situations
  • Open phone policy for plan participants service needs
  • Ongoing education and support

Fiduciary Consulting

  • Consolidated Financial is a 3(21) Co Fiduciary
  • Expense Analysis, Plan Benchmarking
  • Investment Committee, Investment Policy Statement, Quarterly Due Diligence

If you would like to discuss setting up a Retirement Plan, or have a current plan in place but are not satisfied with how your plan is currently being managed, please contact us.