Looking after the employees who look after your business.
Establishing a 401(k) retirement plan shows that you care about your employees—an important first step. That plan then becomes an independent legal entity, separate from your business and subject to strict regulation by the Department of Labor. Advisors at Conry Asset Management are well versed in Department of Labor fiduciary rules as they hold the Accredited Investment Fiduciary® (AIF®) designation.
We can put a 401(k) or 403(b) plan in place and see that the plan design, investment lineup, and participant education issues are handled properly. Our electronic filing cabinet allows for easy online access to plan documents, quarterly investment monitoring reports, and other archived fiduciary activities.
On an annual basis, we will hold a formal plan review meeting, delving deeply into investment monitoring and lineup enhancements, participant education activities, plan design, and a fiduciary review.
While your employees build their careers, we look after their retirement assets. If they make regular contributions, and we do our job, your employees will be building a financial resource for the future.