Creating a Retirement Plan For Your Company 

A retirement plan is a critical benefit that can help your company attract and retain quality employees. If you do not have a plan in place, we can educate you on all of your options.

If you have a plan in place, we have found that many plan sponsors and participants are not completely satisfied with one or more aspects of their plans.

For example:

Does your investment menu enable your plan participants to properly diversify their assets for retirements?
Are enough employees participating? Do they understand your plan's features?
Do you understand all the plan and investment fees that your company and its employees are paying?
Are you getting the most value for your money?

If you answer "no" to any of these questions, we invite you to call us at (424)288-4254 for a no-obligation consultation.

We have extensive experience in delivering retirement plan solutions to local companies like yours. As an objective third party, we can analyze your plan's features and performance to help uncover and assess potential fiduciary concerns, investment menu performance, and overall effectiveness.

If a change of providers or investment selection is the right solution, we can recommend a managed, easy-to-administer plan or investment map over option – all backed by a very high level of personal service.

Please call us today at (424) 288-4254 or send us an email at info@twpfinancial.com to discuss implementing a 401(K) or to review your current plan.

 

 

 

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser.   Horter Investment Management does not provide legal or tax advice.  Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered.   Insurance and annuity products are sold separately through TWP Financial.  Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company, Security Benefit Life Insurance Company and ED&F Man Capital Markets.