ORPORATE RETIREMENT PLANS

Are you satisfied with your Qualified Plan?

Are you, the owner, too busy to focus on your plan?

Like many owners, you may have put your HR Director in charge of your plan. That person must acquire knowledge of the rules and regulations, stay abreast of all the changes, and answer participants questions. All of this can be time consuming. That is where we can help.

We will oversee your investments, keep you current with the changes in regulations, work closely with your payroll department, investment committee, and Third Party Administrator. In addition, your Advisor at Young Financial will provide the following services:

• Regular meetings throughout the year with all plan participants and new enrollees.
• Accept telephone calls from participants with
  questions about their plans.
• Assist with rollovers into and out of the plan.
• As fiduciaries, we help you comply with ERISA rules, such as the requirement for monitoring plan performance, or compliance with Section 404c pertaining to the education of your employees.

We can assist with:

401K PLANS
PROFIT SHARING PLANS
PENSION PLANS

Click here to be notified about upcoming Qualified Plan Seminars

 

San Francisco

1 (415) 398-1400