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Retirement Plan Services

Better Benefits - Better Retention

As a business owner, you face an exponentially greater number of time-consuming challenges – from strategic planning and sales to staffing and workflow management. It can barely leave you enough time to care for your family, let alone take on the complex responsibilities and liabilities that come with managing your firm’s retirement plan.

Your employees are the lifeblood of your business. Their security, well-being and long-term happiness are essential to the quality of your products and/or services and the continued growth and success of your firm.

Whether you’re looking to start a new retirement plan or optimize your existing plan, our open architecture platform and institutional investment lineup combined with extensive plan design, fiduciary insights and regulatory expertise can alleviate much of the administrative burden and cost while maximizing allowable contributions. Our retirement plan services include:

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Why Work With a CEFEX Certified Advisor?
Plan Design Coordination

Plan Design Coordination

Fiduciary Consulting

Fiduciary Consulting

Investment Consulting

Investment Consulting

Participant Education

Participant Education

Retirement Plan Issues

Plan Implementation

Performance Reporting

Performance Reporting

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

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Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.