At Passehl Financial, we understand the opportunities and risks associated with sponsoring and running a retirement plan. We will serve as your Independent Financial Advisor while working with you and the component partners that service your plan. Our responsibility is to ensure that the interests of you and your employees are always put first.
Our Services
Sponsoring and maintaining a retirement plan that works for your business and your employees can be daunting and time-consuming. And, if not given the proper attention, the plan can open the sponsor to significant risk. The Passehl Financial team can help you with these crucial tasks:
✓ Providing fiduciary-level guidance and support
✓ Monitoring investments
✓ Working with other service providers
✓ Ensuring proper and cost-effective plan administration
✓ Educating plan participants on the importance of saving for their financial future
✓ Delivering employee education designed to increase participation rates and improve participant satisfaction
✓ Ensuring the plan matches employee demographics
✓ Keeping current with industry and legislative updates
✓ Ongoing oversight of plan design and implementation