A corporate retirement plan should be designed and implemented to offer the following benefits:
- Investment Performance
- Ability to Diversify
- Cost Minimization
- State of the Art Technology
Through our partnership with New England’s leading Third Party Administrator, Retirement Alliance, Inc., and Custodians Charles Schwab & Co. and Fidelity Investments, we are able to provide your company with a state of the art program that is both user friendly and technologically advanced.
Using IPIC, Inc. as the plan’s Investment Adviser and Plan Coordinator, we are able to select investments for your plan, monitor their performance and help your employees to invest appropriately.
Using group meetings, one-on-one interaction and educational tools designed for both novice and sophisticated investors, we will successfully maximize the total benefit to your company. Internet access is provided to simplify and enhance the management of a participant’s account and a toll free number is provided to assist clients on a more personal level.
Please feel free to contact us at our Keene, New Hampshire address or e-mail firstname.lastname@example.org for more specific information about how we may help you and your company.