If you own a business or are in charge of your company's budget, you should consider getting your retirement and insurance plans quoted out.  Although it is our policy to do this for our clients every 2-3 years, we come across many new clients who have plans and don't receive any service from their current advisor. 

Clients can be in what we call a "dinosaur plan".  This is a plan that is outdated, with elevated administration costs, higher investment fees, and other hidden charges that add up.  The amount of money an employer can save can be thousands. 

Another issue with older plans is ERISA laws are constantly changing.  If you haven't updated your plan lately, it's possible that the trustee of your plan can be sued. 

Do yourself a favor, give us a call and we can assess your current plan.  Not only will we look at your current costs, but we will come in and educate your employees to make sure they understand their plan benefits and choices.

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