As an employer, your company shoulders a major responsibility. You need to monitor investments, keep up with legislative changes, ensure your plan is administered properly, educate plan participants, and make sure the plan has the power to inspire employees to pursue their retirement dreams. Is this something you have the time and resources to do alone?
1865 Wealth Advisors can be a valuable ally and time-saving resource, helping you develop and maintain a solid strategy for your business. You’ll receive personalized attention and involvement at the level you want and need. By working with an advisor, you’ll gain the following benefits: