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  2. 401 (k) Plans
  3. Plan Sponsors

Plan Sponsors

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 $100 million-plus. It offers low-cost investments, transparent fees, high-quality record-keeping, and participant education ... all at a low all-in cost.

Employee Fiduciary

Ultra low cost and reliable service. A prudent choice for start-ups and smaller plans on a tight budget.

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Contact info

  •   4421 Kindletree Road, Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com
Investment advice offered through Fairview Financial LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.

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