Brett Shofner / Financial Advisor in Delray Beach, Florida

Our services are offered to successful companies who take their qualified retirement plans seriously. We are most effective with clients that have strong company cultures and are successful within their industry. We work with investment committees that are committed to creating outstanding benefit programs for their employees and strive toward fiduciary best practices.

Our consulting is focused on four major areas of your retirement plan:

1. Fees: We benchmark ALL fees inside of the plan to ensure that expenses are below comparable peers. This includes administration fees, investment fees, advisory fees, auditing fees and maximizing revenue sharing arrangements for the plan.

2. Reduction of HR Workload on 401k Administration: The reduction of 401(k) administrative burdens allows staff to focus on their key responsibilities outside of the retirement plan. A well designed plan, with proper vendor negotiation, can save the employer time and soft dollars by freeing up the administrative burdens often present on inefficient retirement plans.

3. Fiduciary Protection: Maximizing fiduciary protection for the investment committee is a key element to any successful retirement plan. We provide a strategic framework of fiduciary best practices for investment committees.

4. Goal Based Planning for Employees: Employees that retire “on time” and with sufficient incomes tend to be more productive and happier in the workplace. Companies with happy workers who are on the proper retirement income path tend to have less turnover of personnel. The top companies have strong benefit packages that attract and retain the best employees until retirement at a respectable age.


3(21) Fiduciary Services 3(38) Fidcuiary Services 401K Consulting 401k Employee Education 401k Plan Design 401k Rollover 403B Plans AIF Fiduciary Retirement Planning Advice And Services Retirement Planning.
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