Plan Reviews

Why do you sponsor a retirement plan?  If there are thousands of types of retirement plans, why do you have a boilerplate plan?  Since you have a plan (or are considering establishing one), how confident are you that the plan you have is well suited and well run?

Post-review you'll know everything there is to know about your plan.

We certainly hope you'll like what you see and hire us as your new Plan Adviser, but that's entirely up to you.  The first thing to do is weigh your current plan's costs, features, services, and overall effectiveness against all of the options and decide what's best for you.  As far as Plan Partners goes, here's the kicker: we're absolutely neutral.  We rarely move plans, opting instead to prepare our insights and suggestions based on your current provider's capabilities.

The only people who like to move plans are brokers.  We're unique; we're Partners.

 

 

 

 

The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Plan Partners LLC and IFS Securities, Inc. are not affiliated companies. Plan Partners and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax and/or legal advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

This communication is strictly intended for individuals residing in the state(s) of: Ohio and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

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