Adirondack Financial Services

Qualified Retirement Plan Services

AFS helps employers enhance retirement plan features while reducing plan costs, improve investment options, reduce fiduciary liability, and educate plan participants so that they may be better prepared for their retirement years. Having a more successful retirement plan will help employers recruit, retain, and reward their employees, reaping the full benefits of the costs of this critical employee benefit.

 

The Qualified Retirement Plans Division provides the following services:

 

  • AFS Qualified Retirement Retirement PlansPlan Design Consulting
    • 401(k) Plans
    • 403(b) Plans
    • Profit Sharing Plans
    • Defined Benefit Plans
    • SIMPLE IRAs
    • SEPs
  • Provider Search and Benchmarking
    • Bundled
    • Unbundled
  • Investment Due Diligence
  • Participant Education and Communication
  • Fiduciary Guidance
  • RFP Management
  • Cost Management

 

*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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