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Partnering with the right advisory firm is critical to the long-term success of your employer sponsored retirement plan. The expertise provided by your advisor regarding all aspects of your plan allows you to focus on operating your business. Advisory services focus on these areas.
In most cases, Planmark employs an “open architecture” approach when creating the fund line-up. This allows for ultimate flexibility when deciding what funds to include. The typical investment line-up will include:
Offering a retirement plan for your employees requires time, knowledge and operational expertise. Instead of trying to do this on your own, partnering with an advisor can streamline the process and allow you to manage your business. Planmark’s advisory services are turn-key providing the plan sponsor confidence, a welcome feeling with any business partner.
Planmark Financial Group has over thirty years of experience in the financial industry. We manage projects, assist with education and enrollment, choose investments and watch the market so we can adjust investments as needed. Instead of telling you what you need, we take a collaborative approach that serves you and your needs. We customize your plan so you can provide for your employees.
To learn more, give us a call, send us an email, or fill out the contact form on our website. Our office is open during regular business hours.
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