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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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Retirement Plan Investment Management
Retirement Plans, Pension Plans, Profit Sharing Plans
Retirement Plans including SERP, Pension Plans, Profit Sharing Plans, 401(k), 403(b), Simple IRA Plans, require management. Wealth Control Advisors located just outside of Boston, Massachusetts works with your company to cost effectively AIM (Audit, Integrate, and Manage) your plans. For more information, contact us online or call us at 781-263-4568 to discuss our Wellesley, MA office or our new West Palm Beach, FL office.
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.
Beyond managing basic plans, 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.
You can read about our comprehensive Tailored Services, or read more about Wealth Control Advisors, helped our clients in our Case Study 8: Retirement Plan Fiduciary Issue.
Contact us to learn how to better protect yourself from personal liability.
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