Managing your firm’s retirement plan should not be a constant distraction or an administrative burden stealing your valuable time. We can help.
Fairview Financial has long experience in coaxing the best out of your current provider’s services including investment opportunities, administrative excellence and lower pricing – making the everyday process of running your plan a whole lot easier. Let us be your advocate.
Our services include
- IPS development, investment due diligence and investment monitoring
- Employee education, communication and administrative assistance
- Annual reviews and competitive analysis
- Design and transition assistance
- Investment fiduciary assistance and investment committee management
- Maintenance of a fiduciary record and a secure web portal
Beginning with a thorough examination of how competitive your current vendors are, we work to improve your experience without moving to a new provider. Frequently this choice makes sense in light of the aggravations and disruptions of transitioning to another vendor. Fairview Financial has a great deal of flexibility in assuming the role of advisor to your current plan. With as little irritation as possible, our full-service approach may be the solution your firm needs.
When a new provider does seem to be the best option we recommend a low-cost open architecture approach, where proactive service is paramount.
Vanguard Retirement Plan Access
A comprehensive program for 401(k) plans from start-ups to $20 million-plus. It offers low-cost investments, transparent fees, high-quality record-keeping, and participant education all at a low all-in cost.
Ultra low cost and reliable service. A prudent choice for start-ups and small plans with less than 20 employees.