Broker Check

Retirement Plan Services:

Executive Benefits

Our Executive Benefits programs helps business owners and key executives supplement their retirement savings using tax-efficient strategies.

We understand how to bridge the gap created by limits on 401(k) deferrals, matching plans, and social security benefits to work towards building wealth for highly compensated individuals. Our long term, tax-aware strategies include:

  • Plan design assistance
  • Non-qualified plan financing
  • Fee benchmarking
  • Asset allocation and investment advice
  • Wealth accumulation and preservation
  • Participant education

 

Retirement Plan Consulting

Troxell Financial provides plan fiduciaries with comprehensive consulting services to help them create competitive, holistic plan designs that address company goals and help drive participants working toward retirement readiness.

Our team of professionals provide plan design assistance and guide plan sponsors through the ever-evolving retirement plan landscape. Our non-fiduciary services include:

  • Defined Contribution and Defined Benefit plan design assistance
  • Vendor searches, benchmarking and management support
  • Investment Policy Statement preparation assistance and/or review
  • Plan transition coordination
  • Participant education and communication – holistic and value-based
  • Financial wellness strategies
  • Fiduciary training

 To help plan sponsors manage risk, we offer the following fiduciary services:

  • Investment support – selection assistance, monitoring, reporting and open architecture investment structure assistance
  • Investment review and monitoring
  • Plan design assistance with potential enhancement
  • Assist in identifying Qualified Default Investment Alternative (“QDIA”)
  • Investment recommendations

Participant Worksite Financial Solutions

Today’s employees face many financial challenges. Competing for retirement saving dollars are home purchases, college education financing, student loan debt, healthcare costs, and disability and life insurance fees.

Troxell Financial understands this perspective and offers retirement plan sponsors the educational tools and support necessary to help plan participants gain financial wellness. Our multi-faceted services can include:

  • Customized and comprehensive educational meetings addressing budgeting, priorities, and strategies
  • Customized Models
  • Education Meetings
  • One-on-one consultations
  • Private wealth management

Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.