Farallone Pacific can help to design and operate a successful company retirement plan. In today's competitive business environment, being able to offer a superior retirement plan is a major advantage. It can help to not only secure existing employees, but also attract quality new employees. Farallone has strategic alliances with administrators of employer sponsored retirement plans, including 401(k) & 403(b) plans, and we are in a position to help our clients find the best investment advisor for their specific company needs.
- Farallone Pacific coordinates the implementation and management of our client's 401(k) or 403(b) programs
- Employees are offered a wide array of investment choices
- Personalized investment and allocation advice and assistance is provided to help guide employees through the sometimes difficult task of self managing their investment portfolios
- 401(k) & 403(b) plans are integrated with your payroll service for ease of managing deductions and related investments
- Full investment management and tax reporting service provided to both employer and employee
If you have a company retirement plan, or think that your company would benefit from establishing one, talk to us about:
- Analysis of current plan, including full cost assessment
- Recommendation of appropriate plan structure
- Review of specific plan requirements
- Fiduciary liability and processes to mitigate such risks
- Assessment of the current plan investment options
- Provide specific investment recommendations
- Determination of appropriate administrative/recordkeeping solution
- Analysis and recommendation of employee education program
- Ongoing monitoring of plan
