Retirement Plan Fiduciary Services

As a sponsor of a qualified retirement plan, you carry enormous personal fiduciary responsibility: from staying on top of regulations, trends, and best practices in a continually evolving industry, to educating and empowering your employees to help them plan and save for their future goals. It’s a lot to manage. Imagine the difference it can make when you partner with an expert plan guide. One who is dedicated to operating as an extension of your firm. With the specialized knowledge and industry designations to help ensure that your plan provides the investment options and overall value your employees want and the quality experience you expect and deserve. It’s an approach that leaves you free to focus on managing the rest of your business, secure in the knowledge that your firm’s retirement plan is in capable hands.

When you partner with Common Cents Planning, you have access to a team of dedicated professionals who have in helping firms like yours manage retirement savings plans. We collaborate with you to create an action plan that encompasses everything from investment options, advice, and educational resources, to cost management and sharing of fiduciary responsibilities. What truly distinguishes us is how we deliver on that plan—by cultivating a relationship with your firm and your employees that will endure over time, and by adhering to a steadfast promise to provide you with a caliber of service that is second to none.

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