Retirement Plans

Saunders Financial performs a complete financial no-cost plan review, fulfilling all plan sponsor’s due diligence fiduciary responsibilities as recommended by the Department of Labor.

A successful retirement plan begins with a plan design that corresponds to each employer’s current and future needs and employee demographics. Saunders Financial offers an organized, systematic and periodic plan implementation and review process. Each relevant design feature is examined with ideas to maximize plan value, from the eligibility period to the investment policy, which we prepare and update when necessary.

With recent legislation such as EGTRRA and Sarbanes-Oxley, the complexity of 401(k) plans has never been greater. Saunders Financial’s on-staff compliance personnel and pension plan professionals help protect plan fiduciaries and executives from financial loss due to Department of Labor and IRS penalties, as well as ERISA and employee civil litigation.

A successful retirement plan begins with a plan design that corresponds to each employer’s current and future needs and employee demographics. Saunders Financial offers an organized, systematic and periodic plan implementation and review process. Each relevant design feature is examined with ideas to maximize plan value, from the eligibility period to the investment policy, which we prepare and update when necessary.

To have a successful retirement plan, you must have thorough and intensive ongoing employee communications. Through Saunders Financial’s state of the art communication services, inclusive of regular on site meetings, webinars and podcast, you will enhance participation, satisfaction and understanding of asset allocation and risk tolerance. This also helps plan sponsors meet 404(c) requirements to provide adequate education about investing in the company sponsored 401(k) plan. As a valued added service, our firm will meet with each individual participant to help them choose the best investment option available to them based on the employees age and risk tolerance.