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.
Jackson Financial Advisors, Inc. is an independent firm specializing in financial planning and investment advice for individuals and families, as well as 401k and 403b retirement plan solutions for small businesses in the Greater Boston/MetroWest regions of Massachussetts.
