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The Benefits of Retirement Plan Services

November 3, 2021

What should business owners, HR professionals and CFOs know about the ins and outs of retirement plan services? In this video, Kristen Ventre, Senior Vice President and Retirement Plan Consultant, and Brian Hungarter, Vice President and Wealth Advisor, share their insight on corporate retirement plans and how they might benefit you and your employees. 

As a boutique plan advisor, we have the flexibility to work with compliance and ERISA experts to help design a retirement plan that aligns with your business goals. We can also take an active role in minimizing the administrative burdens, measuring plan wellness, and helping employees make informed retirement planning decisions. Our advisors assist with enrollments, continuing education and annual investment reviews as well as provide the tools to help employees with financial stress.

The commentary provided in this video is for general information purposes only and is not intended to provide legal, tax or financial advice. The information in this video, and any opinions expressed therein, do not constitute a recommendation or an offer to buy or sell any security, insurance product, financial instrument or financial service. Viewers should consult with their financial and/or legal professionals before making any financial decisions.