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Employer Retirement Plan Services

Thank you for your interest in Circle of Life Financial Planning. Our Retirement Plan Services are designed to help employers match their needs with those of their employees. We are committed to providing exceptional retirement plan direction which includes the following:

  • Assisting the employer in choosing the type of plan that best fits the needs of the company as well as the employees.
  • Accessing Multi-Employer 401(k) Plans to drive down employer costs
  • Selecting the right Third Party Administrator for your plan if one is required
  • Meeting with employees to assess their goals, time horizon. Risk tolerance is tracked using Riskalyze® questionnaires on a regular basis or as market conditions change.
  • Access to your account using our aggregation tools which will allow participants to see their complete financial picture in one convenient place.
  • A personalized investment strategy based on truly independent investment advice.
  • Comprehensive knowledge and analysis of your 401(k), 457, and 403(b) plan investment options and features.
  • Detailed, easy-to-read quarterly performance reports showing account balances and growth which will supplement statements you currently receive from your 401(k), 457, or 403(b) plan provider.
  • A quarterly review of the financial markets and our investment strategy, as well as our outlook for the months ahead.
  • Personal assistance on any questions regarding your 401(k), 457, or 403(b) account, our investment strategy, your other investments, or your personal financial situation.
  • A comprehensive Retirement Income Analysis, employer buyout analysis, and any other financial planning assistance as desired.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david.newbill@cambridgesecure.com   |  810-239-8825