Our Services

Fiduciary, 401k plan, model portofolio Cleveland

Good, honest information only comes from an objective resource.  Informed decisions will power your pension!

Products and services include:

  • Fiduciary Best Practices Coaching
  • Plan Reviews
  • Plan Design Support
  • Highly engineered tax sheltering vehicles
  • Golden Handcuffs (A.K.A.: "Golden Handshake")
  • 3(21) Fiduciary Services
  • 3(38) Fiduciary Services
  • Risk Overlays
  • Custom Model Portfolios
  • Top Hat Plans
  • RFP Process Management
  • Investment Monitoring/Reporting
  • Investment Policy Statement ("IPS") Implementation
  • Fiduciary Process & Documentation
  • Manager Searches
  • Vendor Searches
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Governmental Plans
  • Plans for non-profits
  • Non-Qualified Retirement Plans
  • Unique Plans designed specifically for owner groups
  • Unique Plans designed specifically for employee groups

 

 

 

 

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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