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BUSINESSES

Participant-Directed Retirement Plans

Corporate Retirement Plans

Addressing ERISA Liability

Retirement Plan Admin

Participant Education

401k Contribution Limits

  

Participant-Directed Retirement Plans

401(k), 403(b), 457, SEPs, and SIMPLEs


If you are trying to build your company, you know that quality employees are your most important asset.  The best people want to work for a firm that has an excellent retirement plan. They want a plan that is low in cost, delivers personal services, and is managed to maintain a menu of high quality investment choices. These expectations seem obvious and are actually a requirement of ERISA; however, when banks, insurance companies, or brokerage firms offer a package of mutual funds that they either manage or receive compensation to sell, participants rarely get the quality that they desire and trustees are left with more liability than they realize. Our services address these problems and deliver the following benefits:

  • We are an independent investment management and consulting firm.
  • We do not accept compensation from any source other than our client.
  • We avoid conflicts of interest.
  • We accept investment fiduciary liability.
  • We have a proven repeatable methodology that meets a high professional standard.
  • We have years of performance history that attests to the efficacy of our methodology.

A Summary of our Services

  • We provide a core menu of top-performing, no-load mutual funds, three managed portfolios (Aggressive, Moderate, Conservative), and/or individual brokerage accounts if desired.
  • Participants may choose to invest in any of the mutual funds or managed portfolios. On average, more than 90% of plan participants choose one of the lifestyle portfolios, thereby relieving themselves of the responsibilities of managing their own portfolio. There is no extra charge for this service.
  • Our mutual fund options are reviewed frequently, subjected to a rigorous evaluation process, and changed as necessary to maintain the highest quality funds for your participants.
  • We provide an interactive website that reports daily account balances to participants. It also allows them to alter their investment choices and accomplish administrative tasks.
  • We provide financial planning software (Guidance Plus Login) via the website, as well as quarterly newsletters, and a financial planning workbook.
  • Participant education is provided through frequent group meetings, as well as private personal consultation.
  • We accept investment fiduciary liability, in writing, as called for by ERISA Sec.3(38).

If you are interested in our services and would like more information, please contact Fernando Ortz, Vice President at fortiz@etisch.com or 734/994-1188.