Our Focus on fundamentals and creative plan design have optimizes the value of corporate retirement programs in the Twin Cities for 15 years. We have helped create successful retirement plan experiences for plan sponsors along with their valued employees and the rewards have been significant to them.
401(k), Deferred Comp, Cash Balance, Defined Benefit - the most effective plan will be presented. We work with Twin Cities based companies by helping them navigate the ever-changing retirement landscape. Through the use of thoughtful retirement benefit programs we achieve effective plan management to support our clients with their duties as plan sponsors and fiduciaries.
401(k), Deferred Comp, Cash Balance, Defined Benefit - the most effective plan will be presented. We work with Twin Cities based companies by helping them navigate the ever-changing retirement landscape. Through the use of thoughtful retirement benefit programs we achieve effective plan management to support our clients with their duties as plan sponsors and fiduciaries.
Services
Counsel Retirement Plans, Inc. specializes in 401(k) strategies for mid-sized companies who desire the very best performance and service, cost, and fiduciary shield. We understand the complexity of operating a business pulls you in a multitude of directions. The time you can commit to managing corporate retirement plan issues is greatly reduced by the complexity of day-to-day operations.
Our Fiduciary management is intended to identify the critical moving pieces in fulfilling your organization's fiduciary role as a corporate retirement plan sponsor. A process built around the four cornerstones of organize, formalize, implement and monitor will contribute to a more successful retirement program and mitigate potential fiduciary liabilities.
Because employers are needing to make their retirement plans more effective, plan design has become even more important. While legislation dictates uniformity for certain plan features, there are many options you can choose to make a more successful corporate retirement plan. Recent changes in law are aimed at increasing employee participation and restoring some of the incentives and benefits previously lost by plan sponsors.
Educational and financial planning services provided by an independent registered investment advisor. Our easy-to-use tool provides you with an evaluation of your company's retirement plan objectives and concerns and an analysis of other plan solutions. We'll also discuss and review funding strategies for fee administration.
One of the most helpful things we do for participants, is calculate a retirement analysis and asset allocation for participants. We make it easy, and extremely relevant. Individual meeting with one of our CFP(R) and Investment Advisor Representative for a 30 minute in-person or phone meeting with employee to review it and address any financial concerns.
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