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INSTITUTIONS: Qualified Retirement Plan Analysis

Whether you are considering a new qualified retirement plan or contemplating adopting a change in providers, Financial Solutions Group offers a full range of solutions. We customize each plan based on the needs of your company. Financial Solutions Group has negotiated alliances with the country's largest pension administrators and management firms. Through these alliances we are able to design each plan to best suit your company's objectives. We offer retirement plans for businesses of all sizes. These plans include 401(k), new comparability, profit sharing, and safe harbor 401(k). We also offer SEP plans and Simple IRA plans for businesses with less than 100 employees.

Corporate Benefits

  1. Custom plan design
  2. Complete online account access and information
  3. Highly competitive custom fee structure
  4. On-site enrollment meetings
  5. Diverse investment options from well recognized managers
  6. Periodic investment performance review
  7. Access to a self-directed brokerage account option

Executive Benefits

  1. 24-hour telephone and internet access to account information
  2. Online individual investment advice
  3. Online enrollment option
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