Retirement Plans
Along with our extended network of associates, P3 Global provides institutional consulting services for retirement plans to help clients manage their role as a fiduciary. We work with numerous organizations such as private and public companies, unions, colleges & universities, non-profits, and governmental organizations.
The functions provided primarily focus on helping our clients create a successful retirement plan for their organization. Following is a brief outline of the various services:
- Plan Design Analysis
- Analysis of Available Tax Deductions of each Plan
- Provider Search & Evaluation
- Investment Policy Statement & Review
- Investment Selection & Monitoring
- Employee Communication & Education
- Fiduciary Support
For a basic overview of the different types of retirement plans available to business owners, click here.
Disclaimer: P3 Global, LLC does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.