Corporate retirement plans have become the cornerstone of retirement savings for most individuals. Many plans offer a range of investment options including – domestic stock funds, international funds, balanced funds, bond funds, company stock, and more. However, many employees are confused about the benefits offered in these plans and how they should chose the best investments for their personal situation.
At Carolina Wealth, we provide multiple benefits to employers who offer retirement plans to their employees. One of our major services consists of an invaluable fiduciary responsibility to the trustee of the plan. These services include;
• Consulting in the outline and construction of a plan design
• Creating an investment platform with a balanced menu of funds
• Educating employee to excite the staff about the benefits of participating in the plan and how to make sound investment decisions for their retirement needs.
In addition, we can assist the employer by searching for a third party provider whose responsibilities include proper administration, record keeping and reporting for the plan.
Carolina Wealth Management.
Creative Business Solutions for Easy Retirement Planning.