Choosing between the different retirement plan and investment options can be complicated and confusing.
The best retirement plan for an individual or corporation is dependent on a host of factors, including but not limited to: goals and objectives of the plan, number of employees, employer matching, and current plan assets. Things to be considered in the process are administrative costs, investment fees, quality and type of investments, compliance with governmental regulations, ongoing service quality, and education for your employees.
Small Business qualified retirement plans come in many forms:
- SIMPLE IRA
- 401(k) Retirement Plans
- Simplified Employee Pension (SEP)
The advisors at Conover Consulting has been servicing retirement plans for 30 years. We specialize in 401(k), 403(b), profit-sharing plans, SEP’s, and SIMPLE IRA’s.
If you have a retirement plan already, compliance is a must! The DOL ia actively auditing retirement plans, and have fined trustees over billions of dollars since 2009. The best way to protect your plan is simple- hire a professional. Reeve Conover is an Accredited Investment Fiduciary – a certification specifically for making retirement plans compliant.
Let us help you:
- structure and educate your Investment Committee
- generate and maintain your fiduciary file
- Provide quarterly objective investment review and benchmarking
- Perform annual audits
- Educate your employees and provide ongoing guidance