Investment Management for Retirement Plans
Increasing the probability of success for participants
For defined contribution plans and self directed investments, plan sponsors often struggle with fiduciary responsibilities as well as maximizing the probability of savings success for plan participants.
We take a fiduciary role in selecting investment options for participants and we design plans with the goal of increasing the probability of savings success for plan participants by making enrollment easy, allowing for one-step investment selection, and providing automatic rebalancing.
What kind of clients do we serve?
Porter, White & Company serves professional and other firms where participants can manage their retirement savings vehicles, such as 401(k) plans, online. The clients we are looking for:
- Want to increase the probability of self-directed savings success for their employees
- Need assistance with the fiduciary aspects of offering a tax-deferred savings plan for their employees
- Have limited number of participants, generally less than 100, who are computer proficient.
What's next?
The first step in exploring whether we are the right firm for helping you with your retirement plan is to have a discussion about your current plan, your objectives, and the participants in the plan.
Contact Goodloe White to schedule a meeting to review your firm’s retirement savings plan.
