Johnson and Gilliss Wealth Management Group will help you create and maintain a high-quality retirement plan by providing superior service and ongoing educational support for your participants.
Services
- Investment Planning Expertise: With our extensive knowledge and experience with investments, we present plan sponsors with educated advice on asset allocation and investment management.
- Documented Due Diligence Process: We have an extensive due diligence process by which we select and review investment options.
- Employee Education: We conduct enrollment meetings for employees during which explain the retirement plan and how they can best use it.
- Education Tools: Because of our partnership with Commonwealth Financial Network® and our strategic TPA partners, we have access to a wide array of educational material and retirement investment tools.
- Fiduciary Role: By law, fiduciary advisors are required to minimize their conflicts of interest. We always put our plan sponsors’ needs above all else – their retirement plan and its participants are our first priority.
- Fee Disclosure: We have a completely transparent fee structure that details what is paid to whom.
- Ongoing Monitoring and Reporting: Our services include ongoing reviews of our plan sponsors’ retirement plans to assess performance and the need for rebalancing.
- Review Meetings: We work with investment committees and trustees to ensure that retirement plans are up-to-date and meet plan objectives.