Purpose Financial Planning LLC (Purpose) offers a low maintenance, low cost advisory retirement plan solution for small businesses owners! There is no need to pay high costs, commissions and expenses for your retirement plan. Many small retirement plan sponsors and investors have wondered why they can't get access to a good selection of fund choices including low-expense index funds. I am happy to report that with new technology platforms and the personal and local investment expertise provided by Purpose Financial Planning LLC both low costs for the employer and low expense investment solutions for the employees are now available.
In addition, you may find it difficult to keep up with all the regulatory requirements that is required of you as plan sponsor. You would rather spend your time increasing sales and profits, developing your employees and your relationships with your customers. There are bundled solution available to help you remove or reduce your fiduciary and compliance requirements of overseeing your retirement plan. Your plan's funds will be held at one of the largest custodians in the retirement plan industry and you would have access to experienced third party administrators. You will find that there are now technology platforms that allow easy access for both you and your employees.
You can reduce administration costs for plans of any size, but you will especially be pleased if your company has a plan above $1 million in assets. We will tailor make the investment choices including low cost index funds and no proprietary funds to fit your company and your employees' needs. You and your employees will be served with local experienced investment advice from Purpose along with complementary seminars on topics such as an update on investing, college planning and funding, budgeting, retirement planning and more.
Please also know that you may qualify for a tax credit for starting your plan. Please give us a call to see if you can save money and increase the quality of your retirement plan.