Business Retirement Plans
One of our main services is Retirement Plan Consulting. We serve over 50 institutional clients on their respective plans. Each plan has a dedicated Certified Financial Planner TM, an associate advisor, and a participant service team. We’re local to our plans and not a 1-800 number, so we can adapt quickly to whatever you or your participants need. We simplify administration, by alleviating fiduciary responsibilities to you as the plan sponsor, while supporting and educating employees on the great benefits available to them.
Types of Plans We Represent:
- 401(k) & Profit-Sharing Plans
- 403(b) Plans
- Cash Balance & Defined Benefit Pension Plans
- 457(b) & 409(A) Executive Compensation Plans for Non-Profit Organizations
Our Consulting Services Include:
- Plan Compliance & Design Consulting
- Ongoing Participant Education & Communication
- Ongoing Fiduciary & Compliance Support
- Investment Consulting
- Provider Comparative Analysis
Fees are custom to each plan and can be priced as Assets Under Management (AUM), Annual Retainer Fee, an hourly consulting fee, or some combination. All fees must be disclosed and agreed upon, in writing, prior to engaging with Hobbs Group Advisors, LLC.
