Glover Park Wealth Management is an established industry retirement plan investment advisor. We have strong relationships across the industry with many of the large retirement plan providers, third party administrators, custodians and recordkeepers.
We use our industry expertise to introduce your company to the top retirement plan industry service providers.
Our firm will consult with your company to setup and administer a retirement plan that meets the goals of your company.
As a business owner, HR professional or finance professional, deciding on the type of retirement plan design can seem like a very difficult task.
Glover Park Wealth works with our retirement plan industry partners to help your company design a retirement plan that fits the goals and needs of your employees and company.
Contact us today if you are interested in learning more about implementing a 401(k) or 403(b) retirement plan for your company, we stand ready to help you achieve your corporate retirement plan goals.
Glover Park Wealth will help you select a retirement plan Third Party Administrator (TPA) will stand by your company and employees with you throughout the life of the retirement plan.
We also recommend that our partner firms hire a 3(16) Administrative Fiduciary to handle the administrative fiduciary duties to ensure your employees and company are receiving the maximum benefit from your corporate retirement plan.
Consult on the type of plan that fits best for your employees and company
plan adoption documents agreement to establish the plan
Send out notices to employees about the plan and how to participate
Annual plan testing to ensure compliance
Process loans and distributions in accordance with the plan adoption agreement and ERISA regulations.