300 Long Pointe Lane
A retirement plan is a great benefit that can attract and retain top talent and it offers tax advantages as well as investment opportunities. A number of plan solutions are more affordable and relatively easy to set-up and operate.
Plan sponsors are faced with significant fiduciary responsibilities and potential personal liabilities. Adopting a prudent, documented process is the most important aspect of limiting fiduciary risk. Hiring a qualified professional and delegating some of the fiduciary responsibilities can help further reduce potential liabilities.
TF Wealth Advisors serves as a 3(21) Investment Adviser, a co-fiduciary helping plan sponsors with investment recommendations, employee education and benchmarking to ensure your plan meets its fiduciary responsibilities.
HOW WE CAN HELP: