In the new regulatory environment you need to understand your plan. You need to know all the plan fees and what you are getting for them. You need to know how your plan compares to others. That is why, every year, you should be benchmarking your plan investments and fees against other plans that are similar in size and industry.
As advisors to pension plans for over 26 years, Cooney Financial Advisors will help you navigate the new regulations and even take some of the fiduciary burden off you.
Optimize your plan: By reviewing your current plan and your participants and comparing it to the goals you have for your plan we can recommend changes to better align the two.
Investment Policy Statement: We will establish an investment policy statement for your plan so investment selection criteria will be clear.
Benchmark your plan: You will fully understand your plan investments, expenses and how they relate to other similar plans so you can make informed decisions about your plan.
Education: We will work with your employees to educate them on the benefits of your plan and how your plan can help them achieve their retirement goals.
Monitor your plan: On an ongoing basis you can be assured that your plan is operating the way it should be.
Shield you from Fiduciary Liability: As an ERISA 3(38) investment manager, you can shift your asset management decisions to us. This changes your role from acting as an investment expert to monitoring the investment expert.
Call Now For Your Free Plan Consultation!
3 Eves Drive,Suite 300
Marlton, NJ 08053