Jackson Financial Advisors can assess your current retirement plan and determine which plan design will provide the greatest benefit to your firm's employees and owners. We also help identify and manage the plan's fiduciary risks and implement an effective employee communications plan.
Plan your Financial Future with Jackson Financial Advisors:
Jackson Financial Advisors provide 401k, 403b, Simple-IRA and Profit Sharing Workplace Retirement Plan Solutions in Massachusetts:
Retirement Plan Design and Consultation
Jackson Financial Advisors specializes in designing state-of-the-art retirement plans for small and medium-sized firms. These firms typically are interested in:
Increasing retirement savings for business owners
Attracting and retaining valuable employees
Providing a flexible, cost-effective benefit program scaled to the organization
Our approach begins with assessing the needs of the owners/principals and the participants. Then we design a cost effective solution based on the organization's business requirements, size and individual circumstances. If the plan is failing to meet the needs of participants or needs better and more cost-effective investment options, we will work together to improve the plan.
Often we are able to improve with the existing plan without making wholesale changes to the current plan or providers.
If you are establishing a new retirement plan, Jackson Financial Advisors can help you determine which retirement plan design will be most effective for your situation.
Managing Fiduciary Liability
Your primary responsibility as a Plan Sponsor is to comply with the extensive government regulations concerning qualified retirement plans. There are several government organizations that regulate the operation of these plans including the Department of Labor (ERISA laws), Internal Revenue Service (filing of Form 5500) and Securities and Exchange Commission (investments).
In the last few years the number of lawsuits brought against Plan Sponsors has increased dramatically even though many conducted themselves with good intentions. Because Plan Sponsors are fiduciaries, they are held to a much higher standard in their role with their retirement plan. As a Registered Investment Advisor, we are also fiduciaries and share that responsibility with you. Jackson Financial Advisors helps Plan Sponsors reduce their fiduciary liability.
Contact us for a 401k, 403b, Simple-IRA or Profit Sharing Workplace Retirement Plan Solution:
Advisory services offered by Jackson Financial Advisors, Inc., a Registered Investment Advisor. Securities offered by Royal Alliance Associates, Inc., Member FINRA, SIPC. Jackson Financial Advisors is not affiliated with Royal Alliance Associates, Inc.
This communication is strictly intended for individuals residing in the states of CT, MA, NH, NJ, NY, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
