Adirondack Financial Services

Qualified Retirement Plans Process

The Qualified Retirement Plans Division at AFS consistently uses a Six-Step Process when working with new and existing clients. As with all of our divisions, a well-defined process allows us to spend time developing appropriate and creative solutions that have measurable results.

 

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Our Qualified Retirement Plans Process includes:

  1. Retirement Plan Evaluation
  2. Retirement Plan Optimization
  3. Fiduciary Review and Implementation
  4. RFP Management
  5. Education and Communication
  6. Maintenance and Monitoring

 

Within each of these six steps, AFS has developed internal tools and resources to compliment the process, as well as external strategic alliances to support our clients. This process, along with the AFS service culture allows employers to build successful retirement plans and educate the employees how to get the most out of that plan.

 

*Securities offered through Hazard & Siegel Inc., Member FINRA and SIPC

** Investment Advisory Services offered through Adirondack Financial Services Corp.

 

 

Investment Advisory Services  |  Qualified Retirement Plans  |  Employee Benefits  |  Client Directed Investment Services
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