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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Company Retirement Plans - Your Fiduciary Review
If you are the owner and/or trustee of your company's retirement plan, you have personal "fiduciary" liability to evaluate, select, and monitor the plan investments and fees on an ongoing basis. Failure to do so may jeopardize your personal assets. Wealth Control Advisors. located just outside of Boston, Massachusetts helps you understand your business' retirement plan. For more information, contact us online or call us at 781-263-4568 to schedule an appointment at our Wellesley, MA office or at our West Palm Beach, FL office.
Many qualified retirement plans discriminate against highly compensated individuals and may leave them without sufficient retirement cash flow to maintain their lifestyles. Assessment of their plan designs and limitations may reveal the need to provide an additional layer of benefits (SERP- supplemental executive retirement plan) or to modify company-sponsored qualified retirement plans. Experience, and global thinking can generate cost-effective, timely solutions.
We suggest that you have a clear investment policy statement (IPS) created by the plan fiduciaries and regularly review your retirement plan assets and asset allocation, or investment choices where employees can personally select their investment allocations, such as in a 401K plan.
Are you or is your company at risk?
Our audit looks at all of these topics and more. We work with the plan trustees to analyze fees and alternate investment choices to help
determine if alternatives would have provided lower costs and improved results. Untimately, any changes are made by the plan Trustees.
More information is available about our Auditing Services, or you can read about our comprehensive Tailored Services. Alternatively, read Case Study 8: Retirement Plan Fiduciary Issue.
To learn more about our auditing services, call us at 781-263-4568 or email us.
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