What You Can Expect from Retirement Asset Mangers

 

A safety net. We provide comprehensive fiduciary support and plan governance to help ensure that you’ve fulfilled your fiduciary duties while helping to protect you and your company from unnecessary risk.

 

A focus on retirement readiness. Commonwealth's innovative Retire Ready education program, is tailored to your workforce. It can help boost enrollment and contributions, helping to ensure that employees have confidence in their ability to retire.

 

Simplicity. We serve as your primary point of contact and coordinate activities between you and your plan vendor(s). This seamless integration provides you with improved time management, allowing you to focus on what matters most.

 

A Local Team Service Model. We strive to make available investment analysis and monitoring to fit your plan’s objectives and create plan design strategies to help optimize tax benefits and improve overall plan health. Our customized reporting measures plan effectiveness and illustrates periodic comparative fee and services benchmarking.

 

We welcome the opportunity to learn about your plan and your needs and to discuss how we can put our team and expertise to work for you.

Our Arizona-based retirement plan consulting team works with you to develop and implement a plan design geared to improve outcomes for plan and participant success. You can rely on us to:

 

  • Design a retirement plan that aims to optimize tax benefits and improves overall plan health

  • Help manage fiduciary risk

  • Offer diverse investment option that fir your plans objectives

  • Tailor participant education and advice programs for your workforce

  • Serve as a valuable recourse for your benefits team and employees

A FOCUS ON

RETIREMENT READINESS

This communication is strictly intended for individuals residing in the states of

AR, AK, AZ, CA, CO, DC, HI, IA, ID, IL, IN, MA, MN, MO, NM, NV, NY, OH, OR, SC, TN, TX, UT, WA, WI

No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.