Meeting Your Retirement Needs

In order to illustrate our working methods and approach, we have prepared the following plan of implementation in which we set forth a typical work schedule detailing the tasks that would be performed by our Firm and our preferred providers. Our commitment and our practice in implementing employee benefit plans is to provide all services required, which will always be identified in detail in our initial retainer agreement.

While the work schedule below has been made as detailed as possible, it is of course not exhaustive. Please do not hesitate to contact us if you are concerned about any task that has not been specifically identified below.

As you will see, we divide the work into three distinct phases:

 Development and Assessment of the Clients Objectives
Plan Design and Implementation
Execution and Continued Services