Tax Qualified Plan Service For our Clients who are business owners, the success of their business greatly influences, or drives, the success of their personal financial position. We recognize that a valuable retirement package in the form of a solid, tax-qualified 401(k)/profit sharing plan and/or a defined benefit pension plan will help our business-owner Clients retain their employee capital and entice additional skilled employees to their company. For our Clients who own their own business, we provide the overview assistance needed to optimize their tax qualified plan(s). Our Tax Qualified Plan Service provides the following: Review of the Trustee’s role and fiduciary responsibilities, plus personal liability potential Organization of annual, or more frequent, Trustee meetings, including agendas and minutes Review of all current Tax Qualified Plan and Trust documentation, plus administration, record keeping, and investment advisory services Analysis of current investment history, including investment scope, performance, and Trustee and participant satisfaction/dissatisfaction Development of suitable alternative investment and asset allocation strategies consistent with Trust resources, Plan Participant investment sophistication and turnover, Trustee’s investment objectives, time horizon and risk tolerance Implementation of Trust alternative investment and asset allocation strategies appropriate for plan participants, if desired Back to Services