Have questions? We have answers.
The best way to get your questions answered is to reach out to us. We can walk you though everything we do and provide a no-pressure second opinion. We might even answer some questions you didn’t even know you had.
What kinds of documents do you need to review our plan?
Retirement plans have a myriad of documents, disclosures, and disclaimers. Get in touch with us and we’ll send you a full document checklist to help us start to asses the health of your plan.
We’ll look for items like your 408(b)(2) disclosure, asset statement and plan document. If you’re not sure where to find those documents, we can provide you step by step assistance locating every document you need.
There are so many numbers: 3(16), 3(21), 3(38). What does it all mean?
It can definitely be confusing. All of these are different types of fiduciaries your plan can hire.
3(16) refers to an administrative fiduciary who helps over see plan functions.
3(21) is an investment fiduciary who works with your plan committee to advise and consult on your plan investments.
3(38) is also an investment fiduciary, but one that takes discretionary authority of your investment selections.
They each can alleviate some of the fiduciary responsibly from your team and improve the overall plan function and design.
We're not a big business. Can you still help us?
We work with businesses of all sizes. Many retirement plans are only available or are best suited to small businesses.
We can help identify if a Simple IRA, SEP IRA, 401(k), Solo 401(k), or other type of plan is right for your business.
I don't own a business. Can you help me?
Yes. Our wealth management team works with people with a variety of backgrounds and financial situations.
Get in touch with us and see what we can do for you!
Why the dog?
Our Pointer is a true partner: A well-trained expert, loyal to the core, with a heart of gold. Pointers are able to canvass wide areas and point out hidden opportunities. They’re not only tireless workers, but great companions along the way.
What better image is there to remind us of the way we serve clients day in and day out?