Clearly, a retirement plan is a valuable benefit—for the owner, the business, and the employees. The reality is also clear that managing a retirement plan can be a heavy burden, often causing employers to feel paralyzed and opting to do nothing for fear of doing something wrong.
Does this sound familiar?
I don’t have an advisor helping with my retirement plan.
I have an advisor, but I don’t hear from them as often as I would like.
My advisor sells products, and I don’t know if my best interests are being served.
I want to do right by my employees, but have no idea if my plan is optimized to do so.
I think my plan might cost more than it should, but I’m not sure.
I really don’t know if my plan is compliant. Am I doing what I’m supposed to?
Do you have questions?
The Answer is EverKey
Ryan McPhetridge, Founder and President of EverKey, specializes in helping clients with these questions and concerns.
We believe business owners deserve independent and objective guidance from an advisor who puts their interests first.
EverKey:
Answering questions, one client at a time.
