As a fiduciary, you understand the crucial legal obligation that comes with managing another individual’s assets and putting that person’s needs first. At Fort Pitt Capital Group, we aid Harrisburg retirement plan sponsors in aligning with IRS and Department of Labor requirements, lowering liability and saving time. As an investment manager or fiduciary advisor for your retirement plan, we will look out for your employees’ best interests and share the risks associated with retirement planning.
A 401(k) plan allows a sponsor’s employees to save portions of their pay as part of their long-term retirement investments. As a Harrisburg 401(k) plan administrator, it’s essential that you also make contributions to these plans for the good of your workers.
We’ll help you build a 401(k) plan that will keep your employees happy and your business operational.
When you work with us, we’ll help you comply with state and federal rules and statutes as we establish retirement benefits for your employees. Our financial consultants actively oversee your plan to verify that it adheres with the proper legalities while involving you in important discussions, including:
- Audit support
- Legislative changes and their impact
- Safe harbor plan design
It’s beneficial for your employees to fully understand the retirement savings process. That’s why we educate them on everything they need to know about your retirement plan through group and one-on-one educational sessions.
Our skilled advisors will create and maintain retirement plan options that will fit the needs of a wide range of workers. All employees are different, and we think their financial plans should be, too.
With a database of over 25,000 applicable mutual funds, Fort Pitt Capital Group is your destination for retirement plan consulting in Harrisburg, PA. Through investment consulting services, our highly skilled advisors will weigh risks, offer helpful financial advice and implement an asset allotment framework for your retirement plan.
