Retirement Plan Consulting

RETIREMENT PLAN CONSULTING

$500 Fee for up to 3 hours
(additional hours billed at a rate of $150 per hour)

Includes:

• Retirement outlook and funding based on plan assets & contribution rate
• Review of investment options available within plan
• Investment allocation guidance within retirement plan
• Education regarding historical risk versus potential return characteristics of allocation decisions
• Education regarding plan type and options available within the plan

*Analysis and education will be dependent upon information provided by the client regarding the details of the plan