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Retirement Made Simple for Your Company

Great companies are made of great people. Our employer-sponsored solutions are designed to help your business gain and maintain its competitive edge by developing comprehensive and well thought out retirement programs. Our broad array of solutions delivers something for everyone in your organization.

Retirement Plans

 

Executive Benefits

 

RetirementPlanAudit

 

WorkInvest

     

The foundational benefit program for leading companies is a company-sponsored retirement program. With the retirement challenge facing all Americans, a program enabling employees to save for their retirement is an essential benefit. We can help you research different retirement plan options, understand best practices in plan design and fiduciary liability management, or arrange a RetirementPlanAudit of an existing plan.

 

The dynamic nature of tax laws, corporate governance issues, and public perception present real challenges for companies in highly competitive markets when structuring and funding an executive benefits program. Never the less, executive benefits are more important than ever due to the rising cost of retirement. We can help you design a win/win program that properly rewards top performers while meeting the financial and tax goals of the company.

 

Auditing a retirement plan annually is one of the best ways to ensure continued best practices. Our program audits existing plan design, administration, investments, fiduciary compliance and employee education. It even includes a comprehensive and often enlightening employee survey. We can help you know your plan's strengths, know your plans weaknesses, and assure best practices with a RetirementPlanAudit.

 

We understand that financial concerns among your employees is a real productivity drain. Whether the need is their own or for their parents or children, WorkInvest has answers. Through WorkInvest, a no-cost employee benefit, your employees can obtain guidance and help with the additional financial needs they have: college savings,IRAs and IRA rollovers, disability, life and long-term care insurance and more.

Call Retirement Strategies Group at (858) 408-1404

ELundy@MyRetirementStrategy.com

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Securities offered through Brecek and Young Advisors, Inc., a registered Investment Advisor, Broker/Dealer, Member FINRA/SIPC.
Erick Lundy, Registered Representative. Insurance offered through RSG Partners Financial and Insurance Services, Inc.
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