Help your employees have a dignified retirement by providing them the opportunity to invest in a well-designed qualified retirement plan.  First Harbor Advisory will take your company through an established process to identify, implement, and manage an effective retirement  plan for your employees.  For the participants, we provide thoughtful education designed to help them engage and care about their own retirement.  Our ideas on plan design help to drive better participant outcomes.  Our relationship with Retirement Plan Advisory Group (RPAG), gives us the tools we need to help you with:

  • Plan Design and Analysis
  • Monitoring the Investments
  • Participant and Fiduciary Education
  • Recordkeeper and TPA  Assessment
  • 321 and 338 Plan Level Investment Advice
  • Target Date Fund Fit Analysis
  • Plan Governance Documents
  • Benchmarking of Plan Fees and Technology

We have expertise in all forms of qualified plan options, including:

  • 401(k) Plans
  • Multiple Employer Plans
  • Safe Harbor Plans
  • Cross Tested & Age-Based Plans
  • Defined Benefit Plans
  • Simple IRA Plans
  • Cash Balance Plans
  • Governmental Plans
  • 403(b) Plans
  • Solo 401k Plans
  • Profit Sharing Plans

To help you retain your key employees, we also work with certain non-qualified plans and insurance such as:

  • 162 Bonus Plans
  • SERPS
  • Deferred Compensation
  • Key Person Insurance
  • Buy Sell Insurance

Click Here to Learn More about RPAG

Click here for Financial News

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK