Retirement Plans for Businesses
- Are a business owner looking to make sure the benefits plan you offer best fits your company
- Want to attract top talent. A strong benefits plan is a no-brainer.
- Know that the benefits plan you pick sends a strong message to employees and competitors
- Want a benefits plan that is comprehensive, but affordable
- Want to minimize all these administrative details so you can get back to your business and doing what you love.
Picking the best benefits package shouldn’t be overwhelming. At AssetGrade we are committed to helping you from beginning to end, from making sure you have the right structure, to setting up all the paperwork, to monitoring success.
Our three-step process helps you fulfill your fiduciary duty:
Build Your Foundation
We’ll help you build a fully-customized benefits plan that best fits the needs of your employees, your business, and you.
We’ll help you…
- Identify the benefits needs of your employee demographic
- Select the best benefits vendors
- Fully understand the value of your plan and all related transactions
- Design the optimal fund lineup for you and your employees
Invest for the Future
When it’s time to set up your investments, we’ll make sure they complement your financial goals and those of your employees. We focus on:
- Custom, risk-based models for each participant
- Optimizing asset allocation
- Minimizing taxes
- And more
Review and Refresh
We know how important it is for your benefits plan to always be aligned with your current business and employee needs, which is why we are constantly monitoring investments to ensure the best possible long-term performance.
We’ll help you:
- Evolve your benefits strategy with your business
- Monitor and rebalance investments through quarterly reports
- Evaluate new plan features
- Stay on top of new regulations
- Explore new investment and vendor service solutions
Our Service Fees
Contact us for more information on a custom proposal to meet you plans’ needs.