Pension Planning $olutions
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why we do it

  • We want to protect the employer in the event of a random Department of Labor (DOL) audit.
  • We are always watching the backs of the plan participant and the employer.
  • We have a prudent process that we follow in monitoring the plan’s expenses and investment options.
  • We want to protect the employer in the event of a participant complaint, even if the complaint is unfounded. In the event that there is a complaint we will all be on the same side of the table showing the evidence of that process.
  • We help prepare participants for retirement.

Why do we provide participant investment advice?

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  • We educate participants about the danger of chasing performance and the danger of trying to time the market.
  • We give plan participants the knowledge and tools to make informed investment decisions.
contact us

Call today: 336.389.9922    |    Toll free:  877.242.5521

What We Do   |   Who We Are  |   What We Do   |   Why We Do It   |  Our Difference   |   What We Do For the Employer    |   Who is a Fiduciary?   |   Why Choose Us?   |   Contact Us
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  • Home
  • Who We Are
  • What We Do
  • Why We Do It
  • Our Difference
  • What We Do For the Employer
  • Who is a Fiduciary?
  • Why Choose Us?
  • Contact Us