Retirement plans exist for the general purpose of helping people retire comfortably. Beyond that however, plan goals can vary widely but, a poorly designed or executed plan may make the goal harder, or impossible, to reach. An effective retirement plan begins with sound plan design strategy and grows with attentive execution. Design elements impact every aspect of a plan from investments and record-keeping to compliance and communication. In our experience, one overlooked design flaw at the outset can cause unnecessary difficulties later.
Have senior executives ever had to take a refund? Have the eligibility requirements for the retirement plan ever been mixed up with the eligibility requirements for the health plan? Some other plan provisions that could result in poor plan performance:
Additionally, past legislation has mandated that plan provisions be changed and future legislation will continue to make these demands. Employers are finding it more difficult go it alone. It is very important to partner with a fiduciary advisor who can review your plan and continue to watch it on an ongoing basis.
Depend on Ironwood Retirement Plan Consultants to help you address your retirement plan goals.
Ironwood Retirement Plan Consultants
Office: 661-735-1558
Fax: 661-840-5571
5060 California Avenue, Suite 600
Bakersfield, CA 93309
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC., Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Barnes Wealth Management Group are not affiliated companies. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency
The Purshe Kaplan Sterling Investments representative associated with this website may discuss and/or transact securities business only with residents of the following states: California (CA), Michigan (MI), Oklahoma (OK), Oregon (OR), and Pennsylvania (PA).
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