A fiduciary is someone who is in charge of another person’s assets and is legally obligated to put that person’s needs first. With our fiduciary services, we help Naples retirement plan sponsors save time, lower liability and follow IRS and Department of Labor legal requirements when they set up an employee retirement plan. As an investment manager or fiduciary advisor, we share the risk with our clients and make sure workers are fully supported by their plan.
As a 401(k) plan administrator in Naples, it’s your job to make contributions to your employees’ retirement plans. These programs allow workers to set money aside as a part of their long-term investments so they can enjoy their retirement in the future.
We can help you create a fair and favorable 401(k) retirement plan so your employees will feel supported, safe and encouraged to stay at your company.
Our financial advisors will keep tabs on your retirement plan to ensure it adheres to federal and state laws and requirements so that you can provide your employees with benefits legally and responsibly. We’ll also keep you in the loop and consult you for important discussions that require your input, such as:
- Safe harbor plan design
- Legislative changes and their impact
- Audit support
It’s essential that your employees have a solid understanding of their retirement plan and what it entails. We’ll teach them the ins and outs of your plan with one-on-one and group discussion sessions.
We believe that all employees are different, so their financial plans should be, too. Our skilled advisors will create, explain and maintain a selection of retirement plan options that will appeal to a variety of employees.
If you’re looking for retirement plan consulting in Naples, Fort Pitt Capital Group has the services you need. With over 25,000 mutual funds in our database, you’ll be sure to find results that are best for you. Our skilled consultants will assess the risks, develop asset allotment models and offer professional financial advice to you and your employees as you build your retirement plan.