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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Company Retirement Plans - 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, LLC. located just outside of Boston, Massachusetts helps you understand your business’ retirement plan and your obligations. For more information, contact us online or call us at 781-235-8891 to schedule an appointment at our Wellesley, MA office or at our West Palm Beach, FL office.
Most qualified retirement plans discriminate against highly compensated individuals and 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, expertise, and global thinking can generate cost-effective, timely solutions.
Are you or is your company at risk?
Our audit looks at all of these topics and more.
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 781-235-8891 or email us.
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