Retirement Plan Consulting
Plan For The Success Of Your Plan Participants
As a fiduciary on a retirement plan, you face complex responsibilities. Your challenges include having to hire a capable third party administrator, ensuring that the retirement plan is operating in accordance with applicable law, in addition to developing a process to select and monitor appropriate investment options to ensure plan participants have suitable options available to them to meet their retirement goals.
Keeping The Standards High
ERISA holds retirement plan fiduciaries to very high standards. To help meet these requirements, we can provide plan sponsors with the independent, objective consulting and guidance necessary to effectively meet and manage ERISA standards. Currently, few plan sponsors have the resources needed to satisfy the high standards established by ERISA. Fortunately, ERISA permits fiduciaries and in fact, requires them, to seek assistance as needed. Bovard Financial Services can help you meet and better understand the ERISA fiduciary standards through our retirement plan consulting process.
Bovard Financial Services offers years of experience in retirement plan and investment consultation. We provide retirement planning services and develop a process to assist you in meeting your fiduciary responsibilities that will offer your plan participants the resources to help them thrive far into retirement.
Customized Solutions
We offer you a broad selection of solutions that are customized to your organization. If you’re trying to encourage participants to maximize deferrals; or you’re looking to tailor your plan’s investment options to meet participants’ investment goals and objectives, we can assist you in finding the right solutions for your needs—everything from setting goals and objectives to selecting and monitoring investment options.
Our client focused approach will help you and your participants gain confidence that your plan is operating in accordance with your goals and objectives.
Our Retirement Plan Consultants provide:
Our independent financial advisors are dedicated to assisting plan sponsors perform the fiduciary duties required by ERISA, and our consulting services include:
Plan For The Success Of Your Plan Participants
As a fiduciary on a retirement plan, you face complex responsibilities. Your challenges include having to hire a capable third party administrator, ensuring that the retirement plan is operating in accordance with applicable law, in addition to developing a process to select and monitor appropriate investment options to ensure plan participants have suitable options available to them to meet their retirement goals.
Keeping The Standards High
ERISA holds retirement plan fiduciaries to very high standards. To help meet these requirements, we can provide plan sponsors with the independent, objective consulting and guidance necessary to effectively meet and manage ERISA standards. Currently, few plan sponsors have the resources needed to satisfy the high standards established by ERISA. Fortunately, ERISA permits fiduciaries and in fact, requires them, to seek assistance as needed. Bovard Financial Services can help you meet and better understand the ERISA fiduciary standards through our retirement plan consulting process.
Bovard Financial Services offers years of experience in retirement plan and investment consultation. We provide retirement planning services and develop a process to assist you in meeting your fiduciary responsibilities that will offer your plan participants the resources to help them thrive far into retirement.
Customized Solutions
We offer you a broad selection of solutions that are customized to your organization. If you’re trying to encourage participants to maximize deferrals; or you’re looking to tailor your plan’s investment options to meet participants’ investment goals and objectives, we can assist you in finding the right solutions for your needs—everything from setting goals and objectives to selecting and monitoring investment options.
Our client focused approach will help you and your participants gain confidence that your plan is operating in accordance with your goals and objectives.
Our Retirement Plan Consultants provide:
Our independent financial advisors are dedicated to assisting plan sponsors perform the fiduciary duties required by ERISA, and our consulting services include:
- An investment process that adheres to fiduciary procedures mandated by DOL and ERISA.
- Independent and unbiased recommendations.
- A low-cost, full disclosure fee based commitment.
- Creation of customized lifestyle portfolios, if needed.
- Assistance with the evaluation and selection of retirement plan vendors.
- Benchmarking of your current retirement plan at no charge.
We’ll also strategize to find the best ways to communicate your plan to the participants:
- Conducting enrollment and educational meetings.
- Offering customized enrollment materials.
- Providing quarterly statements (through the plan vendor).
- Support through either online and/or through an interactive voice response system.
6950 Squibb Road, Suite 200
Mission, KS 66202
913-529-1130 phone
913-529-1137 fax
Mission, KS 66202
913-529-1130 phone
913-529-1137 fax
