The Value of a Retirement Plan Advisor

As the plan fiduciary for your business’s retirement plan, you are charged with the duty of monitoring your plan.  With all the regulatory and litigation-driven inspections, attempting to meet the fiduciary responsibilities under ERISA and the Department of Labor can be daunting.  It is critical that plan fiduciaries have the required skill set, knowledge and time to review and understand these issues.    As a result, many plan sponsors have adopted best practices intended to satisfy this ERISA requirement. 

Here is how we help…

Troxell Financial specializes in providing plan design and independent investment advice to employer-sponsored, defined contribution retirement plans.  We've done so for over 20 years.  A key benefit of working with Troxell Financial is our ability to serve as an acknowledged investment fiduciary or an ERISA 3(21) investment advisor to your plan.  We have the ability to provide you ongoing recommendations and investment monitoring.  By acting as a plan advisor, Troxell Financial will provide you the required process to manage the plan sponsor’s commitment as fiduciaries set by ERISA. 

Troxell Financial recognizes the added pressure that you as a business owner/administrator face while attempting to be more efficient with your time, and providing a retirement plan that will exemplify the same quality standards as your business.  Contact us to learn more about our process and services, so that you can focus on running your business.