Employer Sponsored Retirement Plans
A well thought out retirement savings plan not only attracts top talent but provides tax benefits and savings for your company, regardless of size. In fact, 60% of employees are more likely to stay at a job if their employer offered financial wellness benefits. William Bevins can set up a competitive plan and provide the informed financial advice your employees are asking for.
“HR Managers understand that people are an organization’s greatest asset. Today’s workforce prioritizes benefits that include employee pension plans and the guidance necessary for their financial well-being. We can help your employees—and your business, thrive.”
— William Bevins, CFP® CTFA
We Do the Retirement Planning Work for You
Selecting the right retirement plan for your company can be challenging, particularly these days, when your HR department is overwhelmed with unexpected responsibilities. Turn to a fiduciary who’s dedicated to implementing a custom plan that helps both plan sponsors and employees meet their objectives. Your Employer-Sponsored Retirement Plan Should:
Encourage retirement plan enrollment
Get advice and recommendations based solely on your best interests. Fees are based on the size of your portfolio--no hidden costs or commissions.
Provide flexibility for participants
Your portfolio is built based on your risk profile, time horizon, and goals. Our Proprietary Investment Models provide you with institutional level asset management.
Ensure assets are effectively diversified
Diversification is a key wealth management strategy. We use financial strategies designed to minimize taxes.
Put employees on the right track to retire comfortably
We build diversified portfolios including both domestic and international investments. We structure an asset mix that meets plan objectives.
Complete Retirement Services
We believe you should always know where your money is and how it’s working for you. That’s why your assets are diversified, balanced and managed in-house.
1
Plan Selection
We’ll assess your organizations’ goals and walk your plan trustees through options including 401K, 403b, 457b and more. Let our experience help choose the right plan for your orgainization.
2
Participant Enrollment
The Employee Retirement Income Security Act of 1974 (ERISA) requires employers to comply with certain standards and legislation when administering retirement plans. We’ll work with you to make sure your plan is properly set up to meet the requirements and help with employee enrollment.
3
Employee Education
A retirement plan can quickly become an expensive undertaking if the majority of employees don’t participate. With many years of experience in the investment community, William Bevins can clearly explain the program to your team and educate them on the benefits of enrolling.
4
Investment Portfolio Design
It’s important to build a plan that offers a variety of investment options so employees are encouraged to enroll. We work with you to select investment choices that offer choice, flexibility and diversification--driving results for your people and your business.
5
Financial Guidance and Advice
Your employees' priorities will change as they reach new milestones in their personal and professional lives. Place an unbiased financial advisor at their disposal who prioritizes their financial wellness and guides them in the right direction.
Help achieve your financial goals with wealth management services that work for you. Reach out today.
Book a Free Consultation
It’s time to invest in a financial advisor that works hard for your money. To learn more about how we can help, call 615-469-7348 right now, or fill out the form below.
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25 Years of Sound Financial Advice and Investment Experience for the Franklin TN Community
“If I’ve learned anything during this time, it’s that real wealth can be achieved with moderate risk-taking over the course of an individual’s lifetime. Setting reasonable goals and working diligently to achieve them year in, year out is the key to success.”
Financial Advisor and Wealth Management services offered by fiduciary advisor and CERTIFIED FINANCIAL PLANNER™ William Bevins. As a Fee-Only advisor offering unbiased advice and recommendations, William's career has focused on helping individuals and institutions achieve their investment goals while controlling risk. Putting client needs first is how he built his business and reputation.