Group Retirement Plan Advisory Services

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As an employer, it is in your best interest to retain good employees. Part of achieving that goal is to offer benefits your employees will value while watching your bottom line. Vertex Financial Advisors is well equipped to be your partner and advisor for your employee retirement planning.
  • We help to mitigate liability by guiding you in meeting your fiduciary duties. Our investment advisors may assist you in creating an Investment Policy Statement, forming an Investment Committee, and documenting the performance of the fiduciary duties required by ERISA. Through quarterly investment committee meetings, mutual funds are monitored to ensure adherence to our strict guidelines within our investment policy statement.
  • Plan participants need far more support than they typically receive to invest responsibly toward their own retirement. All investors need objective, professional advice from an advisor who is on their side.
  • We provide education for your employees, coming on site at least semi-annually to meet with them and answer their questions regarding the plan, their individual portfolios or the investment markets in general.
Vertex Financial Advisors will work with you to make your retirement plan both a selling point to a potential employee as well as a valued benefit to your current staff.