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
Using Our 43+ Years of Excellence to Help You Thrive
Get in touch with a Parsec Financial representative at an office near you.