Retirement Planning
Navigating You ThroughWe help navigate you through the complex process of maintaining a compliant retirement plan with guidance, support, and financial education for business owners and plan participants.
Fiduciary services
Our dedication to putting your best interest first is established in our co-fiduciary relationship with our clients, with ongoing support through:
- Education
- Retirement plan monitoring
- Annual plan reviews
- Best practice
Custom Retirement Plan Design
We’ll help you design a plan that’s uniquely yours, driven by your business and personal goals, employee demographics, financial resources, and tax objectives. Then we’ll implement a customized employer sponsored retirement plan.
Retirement Plan Team
Your dedicated P3 Team provides a smooth and efficient implementation or transition with your retirement plan program. Our commitment continues with:
- Ongoing support and services for retirement plans and individual participants.
- Compliance with Department of Labor and ERISA regulations
Investment Management & Selection
Our Investment Team builds an investment line-up to meet 404(c) compliance, optimize portfolio diversification and investment returns to help achieve retirement readiness.
We are ProActive in monitoring the investments and will make changes when necessary following the Investment Policy Statement that is established.
Employee Education
We provide group and one-on-one employee education as well as financial planning advice to help assist with retirement readiness.
The best client is an educated client.
Investment Management & Selection
Our Investment Team builds an investment line-up to meet 404(c) compliance, optimize portfolio diversification and investment returns to help achieve retirement readiness.
We are ProActive in monitoring the investments and will make changes when necessary following the Investment Policy Statement that is established.
Corporate Retirement Plan Process
Your best-fit retirement plan
The Corporate Retirement Plan Process allows for a best-fit retirement plan solution to help meet your goals and objectives and to allow for a smooth and efficient implementation from one retirement plan provider to another.
Once the implementation phase is complete, count on our support to help you focus less on benefits and more on your business.
ProActive Planning Partners is an independent Investment Advisory firm in New York committed to your well-being. We provide customized wealth management and financial planning services for clients in all phases of life.
© ProActive Planning Partners. Advisory Services offered through Fortitude Advisory Group, LLC