Retirement Plan Services
At Van Gilder, we understand that operating a retirement plan can be a daunting challenge. Our staff of securities licensed registered representatives provide year-round attention resulting in prospective evaluation and help, instead of retrospective adjustment. As an extension of your team, we commit to performing independent due diligence required to analyze plan design, investment selection, participant education, vendor appropriateness and fiduciary compliancy. We work with various plan types, vendors and plan designs.
Services
- Independent fund selection and analysis
- Develop and implement a progressive education program
- Serve as a fiduciary on your plan; ensuring compliance with 404(a) and 404(c)
- Analysis of Plan mergers, Plan acquisitions and Plan terminations
- Support for year-end audit, Plan conversions and Plan administration
Securities and investment advisory services offered through Financial Telesis, Inc. MEMBER FINRA/SIPC
Van Gilder Insurance Corporation and Financial Telesis, Inc. are not affiliated.