The 401(K) Guy - Business Retirement Plan Consulting And Management
CurrentThe Segrust Group proactively helps companies enhance and manage their retirement plans to get maximum participation and run smoothly.As 401(k) plan specialists for professional service firms, we focus on presenting the most suitable investment options to both companies and individuals, helping them manage necessary changes in their retirement program, and providing ongoing participant education regarding investment strategies towards maximizing participation. Our services include: ♦ Plan Design Guidance ♦Your retirement plan is unique to your needs. There is much more to setting a plan in motion than just picking a few funds and creating a diverse portfolio. Let us present a variety of investment options to you, help you make a smooth transition from one plan to the next, and intermediate issues that arise under the administration of your 401(k).♦ Plan Management Support ♦We pitch in to help you with all of the heavy lifting, from assisting in managing your plan to keeping you compliant. Our valuable experience is in helping you get the results you want, without getting bogged down in complex rules and regulations. Once your plan is implemented, we monitor it regularly to help make sure it keeps in stride with your goals and objectives over time. Now you’re free to focus on your business.♦ Plan Participation ♦A key component of a successful retirement plan is employee participation. We train your employees on the benefits of retirement planning to assist in meeting their goals and educate them in how to maximize their participation in your specific plan.For more information or to start a chat about your retirement goals, visit TheSegrustGroup.com or give us a call at (847) 468-0439.
