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Retirement Plans
Investors Security serves the needs of individuals,
business owners, and corporations in establishing and maintaining
effective retirement plans for themselves and their employees. We
offer a comprehensive range of services, including:
- Evaluating the best retirement plan for
your needs—SEP-IRAs, pension and profit-sharing plans, 401(k)
and 403(b) plans, money-purchase and defined-benefit plans.
- Helping you identify an appropriate plan,
investment choices, and administrator.
- Monitoring your plan to make sure that the
components are performing optimally.
- Working with your benefits staff to comply
with all ERISA fiduciary responsibility requirements.
- Conducting periodic seminars for plan participants
to help them make sound decisions. This helps to satisfy 404(c)
requirements.
- Updating of plan documents to meet IRS requirements.
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