Retirement Planning

Frank Berlin & Associates helps companies evaluate the different types of retirement plans available and identify the right plan for their needs. We offer:

• Market evaluation, which includes comparing your existing and prospective plans’ administration, services, investment options and investment returns.
  
  
• Plan communication, facilitated through employee meetings designed to meet your needs. During these meetings, our team members will explain the plan and be available to enroll employees. Ongoing communication continues throughout the year.
  
  
• Assistance establishing an investment committee and investment policy. Frank Berlin & Associates will help you establish an investment committee and investment policy. We also facilitate annual investment committee meetings and keep you updated on plan changes, tax law changes, due diligence and other issues affecting your program.
  
  
• Support as your liaison with plan administrators. Frank Berlin & Associates reduces the time your staff spends trouble-shooting problems and executing changes.

Ask us how we can help assure that your company offers the best possible retirement options to employees.