Our client-centric approach is engaging, active and cyclical – which means we will be with you every step of the way, as you create and enhance your retirement plan.
Delivering value through service
With an independent perspective, we help companies establish and maintain retirement plans. During this time, we have built strong relationships with best-in-class service providers who assist us in delivering high quality plan solutions. We understand the retirement plan landscape, and proactively work with our clients to help make sure that their requirements and those of the plan participants are met in a cost-effective manner.
We know that the retirement planning is not a static process. As your plan’s needs change over time, we will work with you to incorporate innovative solutions that meet your needs and progressive service offerings that add value.
Our Client Value Proposition
By taking on the roll as facilitators, we help you select the right plan design for your needs
Plan Design and Objectives
Plan design can impact things like contribution and participation rates, recruiting of key employees, exposure to compliance risk and loan costs. It is important to have a healthy plan design in place – and a healthy plan design comes from an in-depth understanding of which plan types and plan features meet your objectives.
Retirement Readiness
Retirement readiness is all about helping employees save for retirement by making it easy for them to enroll, set a goal and maximize their contributions. Participants can actively prepare for retirement by investing prudently, setting, reviewing and revising goals, monitoring their progress and making adjustments along the way.
Investment Selection and Monitoring
Investment selection and monitoring includes providing appropriate investment choices to your participants, mitigating fiduciary risk and ensuring your investments are monitored effectively.
NOTE: Wealth Partners does NOT act as a plan fiduciary.This means that, while we can explain the types of investments that are available to your plan, we do not provide specific, individualized recommendations.
ERISA and Fiduciary Responsibility
As the plan fiduciary, you are expected to fulfill a number of important duties on behalf of your plan and its participants. Understanding the nature of these responsibilities, as well as the requirements associated with them, can help you meet your fiduciary obligations and ensure that your participants benefit from a qualified retirement plan.
1411 Broadway, 16th Floor
New York, NY 10018
Phone: 212-679-5700
jkerman@WealthPartnersAdvisors.com
Advisory Services offered through Premier Wealth Advisors, LLC (PWA) & Cetera Investment Advisors LLC., both are Registered Investment Advisors. Registered Representatives offer securities through Cetera Advisors, LLC., a Registered Broker/Dealer. Member: FINRA/ SIPC. Cetera firms are under separate ownership than any other named entity.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, or visit the Cetera Advisors LLC site at www.ceteraadvisors.com