Partnering for Employee Retirement Success: Your Competitive Advantage
As an employer, one of your top priorities is retaining talented employees who contribute to the growth and success of your business. Offering valuable benefits while maintaining a healthy bottom line is essential to achieving that goal. At Vertex Financial Advisors, we are fully equipped to be your trusted partner and advisor for your employee retirement planning needs.
Mitigating Liability and Meeting Fiduciary Duties
Navigating the complex landscape of employee retirement planning requires careful attention to fiduciary duties. We understand the importance of helping you meet your obligations while minimizing liability. Our experienced investment advisors can guide you in creating an Investment Policy Statement, establishing an Investment Committee, and documenting the performance of the fiduciary duties required by ERISA. Through regular quarterly investment committee meetings, we diligently monitor mutual funds to ensure strict adherence to the guidelines outlined in our investment policy statement. By staying proactive and vigilant, we help protect your employees' retirement assets and your company's reputation.
Empowering Plan Participants with Expert Guidance
We recognize that plan participants often require more support than they typically receive to make informed investment decisions for their retirement. That's why we believe in providing objective and professional advice from advisors who are truly on their side. Our focus is to ensure that your employees have the knowledge and tools they need to invest responsibly and secure their financial future. We offer comprehensive education programs, including on-site visits at least semi-annually, where we meet with your employees and address their questions regarding the retirement plan, individual portfolios, and the broader investment markets. By empowering your employees with the right information, we foster financial literacy and help them make confident decisions.
Making Your Retirement Plan a Competitive Advantage
Your retirement plan can be a valuable asset in attracting and retaining top talent. At Vertex Financial Advisors, we work closely with you to make your retirement plan a selling point to potential employees and a highly valued benefit for your current staff. By offering a comprehensive and well-managed retirement plan, you demonstrate your commitment to their long-term financial well-being. Our expertise in plan design, investment selection, and ongoing support ensures that your retirement plan aligns with your company's culture and goals.