Retirement Plan Services

As a savvy business owner or benefits administrator, you recognize that your company's retirement plan can provide a substantial benefit for your employees, while helping you attract and retain quality talent. Properly established, a well-managed retirement plan can be a win-win for everyone. But there also are plenty of pitfalls to avoid: hidden costs, burdensome oversight, volatile markets and fiduciary liability, to name a few.

At the end of the day, there is only one true measure of a retirement plan's success.  That single benchmark is whether the plan is providing adequate retirement benefits for it's participants.  This is our focus.  This is what we do.  This is why we are in the retirement plannning business.

Align Wealth Management's Retirement Plan Solution

Easy to administer. Clearly defined processes, procedures and support services for you and your employees are custom built and turnkey to use, with an aim toward freeing you to focus on your core business.  Our comprehensive, six-step process guides you through evaluation, analysis, optimization, education, transition and ongoing monitoring, all built around our three key principles: simplicity, focus and balance.

Economical for your business. Upfront and ongoing, we fully disclose our fees.  And we're happy to provide a cost/benefit analysis of other plans you're considering.

Effective for your employees. With a sensible educational program, an array of support services and smart but simple portfolio choices (including custom managed model portfolios reflecting various risk/return characteristics), we help your employees make sound investment choices in pursuit of a comfortable retirement.

Safer for you.  By serving as an ERISA section 3(38) investment manager, we shield you and your business from fiduciary liabilities related to selecting, monitoring and replacing investment options.

To learn more about effectively evaluating retirement plan solutions, we encourage you to read our white paper:

"How to Select a Retirement Plan Solution and Protect Yourself From Liability"

We invest in you before we invest your money. To get started, Contact Us today.


Client Focused. Period.

The Align Difference