Retirement Plans

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Choosing between the different retirement plan and investment options can be complicated and confusing.  The most common question we get is “Whats the best retirement plan for me” – and the answer is often surprising.

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
  • SOLO 401k plan
  • 401(k) Retirement Plans
  • Simplified Employee Pension (SEP)

 

Reeve Conover is an Accredited Investment Fiduciary and has been servicing retirement plans for 30 years.  We are more than just an investment adviser- we make sure the plan is in compliance and the owner is protected from the many regulations that apply.

If you have a retirement plan already, compliance is a must! The DOL is 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. 

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

Download the Self-Assessment of Fiduciary Excellence for Investment Standards

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