Retirement Planning Services and 401k Plans
Helping our community become more retirement ready
Nothing goes further toward your employees’ “retirement readiness” than fostering their participation in the plan. Here’s how we work to achieve it:
No one wants to think about things like “fiduciary risk” and “regulatory compliance.” That’s why we help coordinate the details for you. Among the services we provide:
With reliable advice, we help you sort through the thousands of investment options to choose the right mix for your 401k or other retirement plan. We provide:
We know costs are of primary concern to employers so we seek efficiencies to help ensure more of your retirement plan assets remain invested, rather than going to pay expenses. We offer:
Remember…. If our services don’t deliver overall plan results that exceed our fee, then you should fire us. Simple as that.
Sound like something we should talk about?
Contact us and let’s have coffee.
5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
Impact Benefits & Retirement © 2017. All Rights Reserved.
Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.