Retirement Plan Advisory Services

HA&W Wealth handles over one hundred business retirement plans for its clients, of varied types and sizes. HA&W Wealth specialists are qualified to work with 401(k), Profit Sharing and Pension plans. Business owners face a tremendous amount of decision making and obligations towards their retirement program, more than most senior executives realize. Today’s legislative environment requires plan sponsors to act as competent fiduciaries and fully understand their retirement plans – from the investment components, to its plan design, to its expenses and fees. HA&W Wealth’s retirement plan specialists stand ready to assist ERISA plan sponsors in all these areas including:

  • Review and oversight of all plan investments, including selection and monitoring assistance
  • Customized participant communication solutions, including retirement readiness initiatives
  • Understanding, analyzing and taking inventory of all plan fees and expenses, to ensure full disclosure
  • Periodic review of the platforms offered to make sure the plan takes advantage of changes in the marketplace

 

Copyright © HA&W Wealth Management, LLC, a subsidiary of Habif, Arogeti & Wynne, LLP. All Rights Reserved.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or HA&W Wealth Management, LLC, are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.