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Virtual Financial Services for Retirement Plan Sponsors

Your employees are integral to your operations, so give them the support they deserve with a tailored retirement plan. Fort Pitt Capital Group offers virtual services to develop and manage retirement planning.

We help you navigate the complexities of retirement benefits with ease. Our virtual retirement planning services make it convenient to meet with us online according to your schedule.

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Build Strong Retirement Plans

As a business owner, you may face responsibilities that require specialized expertise, such as retirement planning. Our virtual services allow you to meet with an advisor from anywhere. They will use video calls and screen sharing to speak with you about retirement planning.

We provide the following services:

 

Employee Retirement Plans

Discuss retirement plan options, such as 401(k)s, defined contribution plans, and nonqualified deferred compensation plans to find the right fit.

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Virtual Fiduciary Oversight

Our legal obligation to act for the good of our clients means we’ll work toward creating plans that maximize value, minimize losses, and meet applicable standards.

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Investment Consulting

We provide diversified portfolios based on risk to suit the needs of every employee. Our team chooses from databases of over 25,000 mutual funds.

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Personalized Plan Design

Build unique plans for each employee. Customized planning allows everyone to get the plan option that suits their life.

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Administration and Compliance

Ongoing and proactive support from our team enables us to monitor legislative changes and their impact, provide audit support, and offer employees virtual 401(k) education.

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Why You Should Optimize Retirement Benefits

Why You Should Optimize Retirement Benefits

Managing a successful business starts with looking out for your employees. You can retain and attract more quality employees when you provide excellent benefits packages. A quality benefit plan can also enhance employee motivation and productivity as they work toward financial freedom in retirement. Use retirement plans to supplement your existing compensation practices. The earlier you start, the more your employees will receive through long-term compounding, leading to better returns in retirement.

Your retirement plans benefit more than just your employees. As a business owner, you can use your plan to save for your retirement. Employer-sponsored retirement plans also provide advantages like lower income taxes.

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