1 Plan and Vendor Evaluation
The groundwork provided by 20/20 Financial Advisers aims for a complete understanding of your needs and flexibility rather than a cookie-cutter solution. Our approach includes the following stages:
- Needs Assessment
- Vendor Search
- Vendor Candidate Selection
- Finalists Presentation and Vendor Selection
2 Implementation
Start-up, particularly when converting an existing plan, requires precise coordination and smooth execution. As your adviser and primary contact, 20/20 Financial Advisers provides advocacy and assistance to you. Our job is to proactively ensure that your needs are communicated to the service provider's representatives and other involved professionals and that you remain fully informed throughout the implementation process. The process can include:
- Documentation of Investment Policy Statement
- Development of an Employee Communications Strategy
- Investment Information
- Coordinate/Conduct Enrollment Meetings
3 Plan Creation and Ongoing Advice
Once up and running, a successful retirement plan will reinforce your commitment to your employees and help you to attract the best talent. After implementation, 20/20 Financial Advisers will contract with you to remain involved, providing a full range of services to support and expand the benefits of the plan for you and your employees with:
- Annual Re-Enrollment Meetings
- Investment Policy Statement Reviews
- Monitoring Provider / Program Enhancements and Communicating to Plan Sponsor
- Monitoring Industry Trends and Communicating to Plan Sponsor
- Plan Sponsor Service Support / Problem Resolution
- Additionally, Each year we can review your plan
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.