401(K) Clients

Your business is unique, and your 401(k) plan should be no different.

At Leading Edge, we focus on the tools that find the right solution for you.

Retirement Plan Services

As an employer, you want to recruit and retain the best employees possible. As a retirement plan sponsor, you want to craft a plan that both attracts employees and sets them up for successful retirements. But crafting a quality plan that works for both you and your employees comes with certain responsibilities. You need to act as a fiduciary. We can help.

Fiduciary Responsibility

A fiduciary is anyone who makes decisions about the management of investments within a plan; this can include the choice to hire a plan advisor like Leading Edge Wealth Advisors. We customize our relationship to help you make prudent investment decisions that fit your plan. As a 3(21) investment advisor, we provide investment recommendations and aid in the creation of an Investment Policy Statement (IPS).

With your IPS, we will manage your retirement plan up to your expectations and policies. Striving for a cost-effective retirement plan that lasts as your business continues to grow.

 

Employee Education

After a plan is created, your employees need objective education on the plan options and different ways to contribute. Our team interacts directly with your workforce to help them on their journey toward retirement readiness. With interesting seminars and educational resources, you can be confident your valued staff is getting the retirement help they need.
You deserve quality retirement plan advice.

Contact us today to form a partnership that will enable you to be the best fiduciary possible.

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