GROUP RETIREMENT PLANNING

Entrepreneurs, Small Businesses and Professional Services Companies have financial planning needs as well. Owners and employees all aspire to accomplish their goals and objectives in a cost-effective manner. We look forward to helping you and your team make the most of your resources and opportunities.

The Envision Wealth Planning Retirement Plan Solutions™ is built around three principles –

  • BALANCE – MINIMIZING COSTS WHILE PROVIDING EXCEPTIONAL VALUE
  • SIMPLICITY – WE DO DO THE WORK FOR YOU
  • FOCUS- RESULTS, NOT PROCEDURES

Benefits

  • GREATER EMPLOYEE SATISFACTION AND PARTICIPATION
  • DELEGATED FIDUCIARY PLAN REQUIREMENTS
  • REDUCED PLAN ANXIETY
  • STATE-OF-THE-ART PROCESSES
  • EDUCATION AND FINANCIAL PLANNING SERVICES BY AN INDEPENDENT INVESTMENT ADVISOR

Stage 1 - Planning

  • Step 1: Plan Objectives

    What are your goals and objectives for your Group Retirement Planning? How much of key employee income can be set aside on a tax deferred basis? How does the current Plan stack up? The answers to these and other questions will drive Plan Design and simplify other decisions.

  • Step 2 : Plan Design

    Key features of a Plan will drive behavior and the ultimate attainment of Plan goals. Customized safe harbor defaults, behavioral finance strategies such as auto enrollment and company match, retirement calculators and educational opportunities are just a few elements to consider.

  • Step 3: Plan Partner Selection

    We’ll work with you to evaluate options and select the best Plan partners. As independent fiduciaries, your best interests are always top of mind. We ensure everyone works well together and are responsive to you and your employee’s requests.

Stage 2 - Implementation

  • Step 4: Fiduciary Investment Management

    We work with Plan Sponsors, third party administrators, record keepers and others to provide owners, management and employees with a Plan that answers the question “What does a successful Retirement Plan look like?”

  • Step 5: Participant Communications

    We’ll manage every step of the transition to your new retirement program. We enroll your employees and educate them on the Plan benefits. We’ll ensure Plan Sponsor and employee satisfaction through regularly scheduled education and financial planning workshops.

  • Step 6: Plan Health

    We’ll manage the health of your Group Retirement Plan over its lifetime, advising you on regulatory changes, program enhancements and investments on a regular basis. A well documented due diligence process will give you ongoing peace of mind that all is well with your Plan.

LET’S START PLANNING YOUR FUTURE – TODAY!

(615) 242-3808

INFO@ENVISIONWEALTHPLANNING.COM
7003 Chadwick Dr. Suite 350 Brentwood, TN 37027

Say hello!

Headquarters
7003 Chadwick Dr. Suite 350
Brentwood, TN 37027
Phone: 615.242.3808
Fax: 615.242.2627