Services

Corporate Retirement Planning

  • Traditional 401(k) and profit-sharing plans
  • Safe Harbor Plans
  • SEP and SIMPLE Plans
  • Non-Profit, Hospital and School System Plans – 403(b) plans
  • Municipalities – Deferred Compensation 457 plans
  • 401(a) Defined Contribution Plans for Municipalities
  • Defined Benefit Pension Plan asset management

…the most important element we bring is plan design.

We will work closely with both you and your team to make certain that the retirement planning programs you offer to employees suit both their needs and your macro plan. We welcome the opportunity to:

  • Update your plan document to reflect recent law changes
  • Discuss the advantages of “Open-Architecture” investment choices
  • Help implement an investment committee made up of key employees
  • Create an investment policy statement
  • Educate employees on choice between Roth 401(k) and Traditional 401(k)
  • Provide Retirement Plan cost analysis, evaluating fees for both employees and employer
  • Offer alternative deferral choices for highly compensated employees
  • Reduce testing and administration costs by changing plan design (safe harbor plan)
  • Offer Solutions to Bundled vs. Unbundled Administration
  • Provide educational workshops for employees

News

Webinar Series in Full Swing

How are local entrepreneurs dealing with this current crisis? The Empowering Futures Podcast Network is getting some answers during our “Business and Community Leaders Roundtable” series. We have produced and…

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Events

Financial Architects Supports Mend on the Move

Financial Architects is proud to sponsor Mend on the Move’s 2020 fundraising event that will be held on March 5th from 6-9 pm at Leon & Lulu in Clawson. Mend…

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