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Financial Planning
401(k) Retirement Plan |
Section 529 College Savings Plan
Whether you are considering the adoption of a new retirement plan, changing providers for an existing plan or implementing a 529 College Savings Plan, Filice Financial Planning has the experience and resources to execute the most appropriate solutions for your company's unique needs. Our staff services 401(k) Retirement Plans representing over 25,000 participants and $100,000,000 in plan assets. In addition, Filice Financial Planning represents over 100 different mutual fund groups, insurance companies and independent money managers, allowing us to offer the most appropriate solutions for your employees' retirement and college savings needs.
Our detailed plan analysis allows us to tailor our services to meet the demands of your company and develop a strategy to ensure the success of your plan.
Our services include:
- Provider evaluation and selection
- Investment Policy Statement design consultation
- Assistance in selecting and monitoring your plan's investment portfolio
- Plan design solutions that meet you company's unique needs
- Participant education programs
- Investment consulting for participants
Filice Financial Planning has aligned ourselves with carries who appreciate that our expertise and knowledge in retirement planning is performed with value, unsurpassed. The following is a sample of our vendor list: American Funds, American United Life, Fidelity Investments, Franklin Templeton, ING, Manulife Financial, Nationwide, and Principal Financial Group.
To learn more about our Financial Planning Services including a detailed analysis of your existing program, contact financialplanning@filice.com.
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