Broker Check

Group Retirement Plans

Group Retirement Plans:
10 Questions EVERY Business Owner Needs to Ask Themselves:

  1. Does your advisor stay on top of changes to the retirement plans landscape and the most innovative
  2. Do they conduct and organize the open enrollment process for you?
  3. Do they offer full ERISA and DOL Compliance support services?
  4. Does your advisor complete an independent “benchmark” or review of your current plan every year?
  5. Are they meeting with you and your employees regularly to educate and communicate important changes?
  6. Have they clearly explained all the plan costs to you and the participants and how they are allocated between the
    company and employees? Are you certain they are competitive to the industry average?
  7. Are your employees satisfied with the current plan? Do they understand all of the investment choices offered?
  8. Has your advisor helped you formulate an investment policy statement and shown how you can outsource the fiduciary responsibility for your plan?
  9. As your business evolves, does your advisor discuss alternative retirement plan options that may be a better, more cost-effective fit for you?
  10. Are they helping you maximize the benefits and tax deductions available to you, as the business owner?

Rossiter Financial specializes in Group Retirement Plans that matter as much as your employees. We provide Retirement Plan Sponsors with:

  • Unparalleled Industry Knowledge
  • Skilled Consulting and Analysis
  • Vendor Due Diligence
  • Professional Sales and Enrollment Support
  • ERISA and DOL Compliance Management
  • Ongoing Education
  • Custom Marketing
  • Online Benefits Administration
  • An Employee Friendly Benefits Help Desk

How we’ll guide you…

There are several different types of group retirement plans and many decisions to be made about the type of plan you will offer, based on your main objective for the plan.

After a comprehensive review of your goals, we’ll perform a detailed analysis and determine your best Group Retirement Plan option, which may be one (or a combination of) the following:

  • 401(k)
  • 403(b)
  • 457 Plan
  • Profit Sharing Plan
  • Defined Benefit Plan

What differentiates Rossiter Financial from the competition is our unparalleled level of support and services. We remain vigilant in evaluating the most cutting-edge products and retirement plan changes to offer you the best solutions for every unique need.

We view our clients’ success as our success. As a client of Rossiter Financial Group, you will be provided with the necessary retirement plan tools and resources to put your employees on the path to a successful retirement.

I want to make sure my company's retirement plan is compliant, cost-effective and maximizes all the benefits available to me and my employees. I'd like a complimentary analysis of my plan

Thank you!