Albany Financial Group

80 Wolf Road,

Suite 301
Albany, NY 12205

What to Expect

Offering a solid retirement plan can help you attract the most qualified employees and maintain their loyalty long-term. We will review your current plan or help you build a new one to meet the needs of not only your company, but also those of your valuable employees. 

Examples of plan services may include:

  • Establish retirement plan and management committee
  • Assistance with drafting Investment Policy Statement (IPS)
  • Semi-annual meetings
  • Auto-enrollment
  • Auto-escalation
  • Qualified Default Investment Alterative (QDIA) Safe Harbor Education
  • Annual plan design review
  • Ongoing investment monitoring and analysis
  • Service provider evaluation every 3 years
  • Ensure reasonable plan fees
  • We follow the 90-10-90 philosophy
    • 90%+ Participation rate
    • 10%+ Average employee deferral
    • 90% Appropriate

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or  legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Contact Us for a Complimentary Consultation

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