401k Consulting
As Plan Advisors, Caffrey Retirement Solutions accepts ERISA 3(38) Liability in writing. As fiduciaries to your company’s retirement plan, CRS offers plan sponsors significant fiduciary protection. CRS’s investment processes are designed to adhere to the highest fiduciary standards required in today’s markets.
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Strategy
Understand your goals and needs
Fiduciary Safety
Design and Compliance
Investment Selection
Employee Education
Ease of implementation
The reporting and regulatory obligations for plan sponsors continue to evolve and create burdensome administrative issues for company sponsored retirement plans. It is more important than ever for sponsoring firms to adopt processes to maintain compliance with the regulations and ensure their participants are accessing new products and services when appropriate. Moreover, continuously reviewing and monitoring the product and regulatory landscapes permits changes in plan design when appropriate. There is no one-size-fits-all retirement plan. Each company has certain objectives and needs that can be achieved through careful plan design. Recent legislation has focused on increasing plan participation and for many sponsors, changes to plan design can aid in achieving these goals
401K Management & Planning
Our Approach
At Caffrey Retirement Solutions we understand and respect the time of the plan sponsor. A qualified plan can be complex, but the process of implementing or upgrading your plan doesn’t have to be. Working with experts in the industry we make sure that all important aspects of the plan are covered while being sure to avoid any unnecessary interruptions to the participants or plan sponsors.
Caffrey Retirement Solutions
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