Broker Check

Retirement Plan Consulting

Retirement plan sponsors and employers today face challenges that few envisioned a decade ago.  These include complex and sometimes contradictory regulations, an expanded definition of what it means to be a plan fiduciary, and employees who demand—and deserve—greater financial freedom in retirement.

Our firm can help you deliver comprehensive retirement plan while saving you time and assisting you with your fiduciary responsibilities and Department of Labor requirements.

We are an independently owned firm that focuses on providing retirement consulting and advice services to corporations and non-profits, and a range of financial education and enrollment support services to their participants. Our clients turn to us for proven, affordable employee retirement plans that set their organizations above the competition, and help attract and retain their most significant asset—their employees.

We offer localized, highly personalized service.  Our approach is supported by the breadth of LPL Financial, a national organization that offers a depth of retirement services, knowledge and resources that are comprehensive and dynamic.  

Our firm is fully committed to retirement plans, and relentlessly focused on our clients’ success.  We welcome the opportunity to meet with you to discuss the many ways that we believe we could add value to this vitally important part of your business.

Fiduciary Focus

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an experienced professional to help you navigate plan regulation and administration.

Do the following issues look familiar to your retirement plan committee?

  • New regulations that add to the complexity of administration
  • Fiduciary pressures to provide prudent investment options
  • Timely (and potentially complex) fee disclosures to your participants
  • Outside advisors whose allegiances are split between plan providers and investment managers
  • Watershed regulations that require greater transparency about disclosing relationships between plan sponsors and their advisors
  • Employees who feel they cannot afford to save, but are being courted by your competitors through their benefits programs
  • Concerns over your employees’ retirement readiness

AIF™ Designation: A Matter of Trust

The Point Financial Group team brings you more than 100 years of collective industry experience along with Accredited Investment Fiduciary (AIF) designees who have met the education, examination, experience and ethics requirements set forth by the Center for Fiduciary Studies. This designation communicates a commitment to implementing processes to help individuals and families pursue their investment goals in a responsible and accountable manner.

Learn More about the many benefits of working with a AIF™

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
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Retirement Plan Tools

Learn More about fiduciary best practices, our capabilities, and plan due diligence.

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LPL Retirement Partners

Advisors who work with LPL are leading the way to retirement readiness for a generation of employees.

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To request a free, no obligation, plan review and fee analysis, please email us.

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