RETIREMENT PLANNING
Comprehensive Design Services
Our independent approach allows us to work with you in analyzing your specific objectives and goals to determine an appropriate retirement plan. These designs include all types of qualified plans: Profit Sharing, 401k, Money Purchase, Solo K, Defined Benefit and Cash Balance plans. Personal retirement plans include SEP, Simple IRA, Traditional IRA and ROTH IRA plans.
Plan Administration Services
After discussion and analysis of your administration needs, we will recommend an appropriate third party administration (TPA) firm which is driven by the plan design and specific needs of the client.
Robert F. Fahey Jr. & Associates will work closely with the TPA on document preparation, compliance testing, and 5500 preparation and filing.
Investment Services
Our independent perspective allows us to analyze your goals and needs, coordinate a record keeper search and comparison, and make recommendations for an appropriate record keeping investment platform. We will then assist with the selection of specific asset class funds for the plan.
Participant Communication and Education
Robert F. Fahey Jr. & Associates assists your participants with an education program and communication campaign that is designed to help them become more informed investors. This includes meetings, website, resources and collateral materials to assist with their initial enrollment, all on an ongoing basis to continually guide you toward a successful retirement.
Oversight and Management of Fiduciary Responsibilities
We assist you with managing these risks, including annual plan reviews and other programs to meet your fiduciary responsibilities.