We offer customized retirement planning solutions to meet the specific goals of your corporation, the Plan Sponsor. Our team of 401(k) advisors and retirement planning experts, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and CFA charterholders can design and manage all types of financial incentive plans as part of your employee benefits package, including:
We become an extension of your human resources, helping to efficiently execute the aspects of your retirement plan that require specialized knowledge, skills, and resources and ensure that your corporate management team stays current on all operational items. We also reduce your exposure to expensive, time-consuming IRS and Department of Labor (DOL) corrections programs – or even litigation.
As a fiduciary, we are legally obligated to work for your best interests. Our goal is to reduce the time and resources you spend operating and managing your corporate retirement plan. Our corporate operational services include:
908-821-9771 | Contact Brian Gregov to learn more.
AEPG: Your Accountable Advocate™
* AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquatered in Warren, New Jersey.