Business Retirement Services
Our non-biased, fiduciary approach gives you the assurance that there are no ulterior motives. We provide straightforward and easy-to-understand advice with a clearly defined path forward. We have experience working with SEP, SIMPLE, 401(k), and cash balance plans, and will ensure we implement the best plan to fit your needs, for both today and tomorrow.
Breaking the cookie-cutter mold for retirement plan advice.
- Monitoring, selecting and replacing the plan’s investment options as deemed appropriate
- Development and maintenance of the plan’s Investment Policy Statement
- Annual plan review meeting with the business owner and leadership team
- Group employee education and enrollment meetings, including participant-level advice
- Proxy voting
Parsec's Business Retirement Services Team
Forbes Ranks Parsec Financial as a Top RIA Firm
Parsec Financial is pleased to be recognized in a list...Read More
Parsec Financial Ranked #2 N.C. RIA by Financial Advisor (FA) Magazine
Parsec Financial is honored to be listed again on Financial...Read More
CNBC: There’s a push to bring bitcoin to 401(k) plans. Why it could take awhile before you see these investments in yours.
Neal Nolan was quoted in CNBC's story on the inclusion...Read More
Parsec Director of Business Retirement Services Neal Nolan Receives Certified Plan Fiduciary Advisor (CPFA) Designation
Parsec Financial is proud to announce that Asheville-based Director of...Read More
Using Our 43+ Years of Excellence to Help You Thrive
Get in touch with a Parsec Financial representative at an office near you.