For Businesses & Other Investors

As investment advisors with United Planners, Eric and Betsy offer comprehensive fiduciary advisory services for retirement plans. Betsy specializes in retirement plans and our mission is to help you and your employees secure their financial future while simplifying the process – so you can do what is best in running your business. We help ensure that your 401(k) plan is compliant and optimized for your organization and we provide tailored guidance, fiduciary management, and employee education. With years of experience and knowledge, Eric and Betsy are in the perfect position to quarterback your 401(k) plan and helping your employees secure their financial goals. Below are a few key services and benefits that you can expect when you partner with us.   

 

Whether you are looking to enhance your current 401(k) offering, get a second opinion, fee benchmarking etc we are here to help.

 

Retirement Plans Serviced: 401(k), 403(b), 457(b) top hat and governmental plans, MEP’s, PEP’s, Solo(k), Group Plans, Defined Benefit, Cash Balance, and Owner-Only Plans.

Fiduciary management and guidance

Fiduciary governance

Risk management and fee benchmarking

Vendor coordination and due diligence

Investment Management

Increased Participant Engagement and education

Proactive IRS and DOL compliance

Customized plan design and governance