Workplace Retirement Plan

Businesses Owners

Participants

Businesses Owners

Looking to offer retirement plans to your employees? We’re happy you’ve landed here! That’s where we come in...

We serve as the co-fiduciary for businesses nationwide, handling all of the investment-related details of the company’s retirement plan. We also take the time to talk to your employees and offer specific advice to help them achieve retirement readiness.

You and your employees will also have access to our dynamic, knowledgeable, and responsive professionals who can assist you with all of your questions and needs.

We offer services ranging from consultation to full-discretionary investment management. Examples include, but aren’t limited to:

Benchmarking your current service providers against the industry
Creating or advising on the structure and formation of an Investment Committee
Reviewing and/or developing an Investment Policy Statement

Participants

One of the ways employers show their commitment to the future of their employees is by providing benefit plans. While offering benefit planning is good, we take it a step further — FinDec provides education and advice services to your employees to help them plan for their financial future and overall wellness.

Employee Education and Advice

We provide these services to your employees to ensure they have a full understanding of the benefits offered under the plan. We can provide those services when needed, or have a set schedule of when our advisors will be available to assist your employees. We conduct these services virtually or in person.