Independent Fiduciary Review and Consultation
A Better 401(k)
Multiple Employer Plan
Success Stories

Are you an employer offering a 401(k) plan to your employees?
 
Would you like to reduce the time and effort needed to manage your plan?
 

Would you like to reduce your liability exposure as plan fiduciary?

 
Searcy Financial Services is dedicated to providing solutions for your retirement plan needs.  By understanding what a successful retirement plan looks like to you, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees.  A more efficient retirement plan can help your business:
 

 Stay competitive in the business market

 Attract new, highly qualified employees

 Increase employee retention

 Guide employees toward successful retirement

       

The following services are available to fit your needs:
 
 (A) Consultation Services
 (B) A Better 401(k)
 (C) Multiple Employer Plan
Searcy Financial Services provides investment management services for both the A Better 401(k) solution and the Premier Trust multiple employer plan solution, allowing you to confidently delegate that responsibility to our firm and know that your investments are in good hands.  We invite you to explore all of the options and talk with us about your needs so that we can help put your plan and participants on the path toward a financially secure future!
 

Are you protecting yourself from the burdens associated with many retirement plans?

 Do you waste time on the administration of your plan?

 Is your plan running inefficiently due to no online enrollment, online education or online processing of participant requests?
 
Are you exposed to liability as it pertains to the administration of the plan and selection of appropriate investment options?

 Are you abiding by the rules and regulations that govern your plan (i.e., ERISA, Pension Protection Act of 2006)?  Do you know what these regulations entail?
 
 Are you maintaining a documented process to help you prove that you have performed your fiduciary duties?

 Have you identified and responded to your plan participant education needs?

 Are you providing flexibility in allowing participants to create their own portfolio or select a managed portfolio based upon their risk and return requirements?
 
 Have you ensured the fees, expenses, and administration costs associated with your plan are efficient?

How are you doing?
 

 
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