Retirement Planning

Fraser Financial Partners works with both individuals and businesses of all sizes to set up retirement plans that grow wealth and ensure every enrollee will get the most from their investments. Our retirement planning services are diversified to meet your needs, and include everything listed below. If you are looking for a retirement planning service that you don’t see listed below, please contact us to let us know how we can help.

Retirement Plans

We offer a full range of retirement planning options so that you and your employees can enjoy a financially-sound retirement. All of our retirement plans can also be utilized in conjunction with our financial planning services to ensure that you are financially secure now and in the future. 

  • Simple Plans
  • SEP IRA Plans
  • Deferred Compensation Plans 
  • Executive Compensation Plans 

Retirement Plans for Your Employees

Top talent expects top benefit packages, and retirement plans are a critical part of the suite of offerings employees want from their employers. We work with businesses of every size to come up with compelling and cost-effective ways to give your employees the retirement benefits they need. How can we help?

  • Consulting on 401(k) plan design and handling plan amendments, as needed
  • Selecting qualified recordkeepers and TPAs, including overseeing the RFP process
  • Acting as an investment manager through selecting, monitoring and optimizing the fund lineup
  • Performing annual benchmarking for both recordkeepers and TPAs
  • Researching and recommending low-cost fund options and supporting various investment goals
  • Assuming liability as a 3(21) and 3(38) fiduciary
  • Overseeing quarterly investment committee meetings
  • Giving advice and answering questions about compliance
  • Helping employees select their 401(k) investments and providing them with one-on-one financial advice
  • Providing a trusted 3(16) fiduciary to handle plan administration and sign
  • IRS Form 5500
  • Providing financial literacy presentations for employees on various topics including setting up a 401(k), retirement planning, budgeting and more
  • Assisting with the annual Large Plan
  • Auditing and assisting with any
  • Department of Labor audits
  • Integrating your plan’s recordkeeper with your payroll provider
  • Providing plan information and documents online and with convenient mobile-friendly access
  • Delivering critical peace of mind to executives, owners and employees alike

Retirement Plans for You

Everyone’s life is different, and everyone has different goals for their retirement planning. Our team will work one-on-one with you to define your retirement planning goals and outline the best paths for you to reach them. We are here to help individuals like you consider all of the following when designing the right retirement products for you:

  • Taxes
  • Healthcare costs
  • Maximizing social security benefits
  • Preferred retirement age
  • Expenses
  • Inflation
  • Personal goals
  • Employer benefits
  • Distribution options for pensions
  • Family goals
  • Existing investments and assets, as well as existing allocation

We Are Here to Help

We look forward to meeting your financial planning, insurance, retirement planning and wealth management needs now and in the future. Contact us using any of the methods below to get started.

 

info@fraserfinancialpartners.com
Tel: (443) 835-1523

 

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