Company Retirement Plan Consulting Services
Are you a sponsor of a company retirement plan or a trustee on the board of a Minnesota volunteer fire relief association? If so, you have a fiduciary responsibility to act as a prudent expert—with loyalty to the plan participants—to diversify plan investments, and to carry out the plan duties in accordance with governing documents and laws. At Harmon & Hartmon Financial Group, we can help you with this important role, working together to provide improved outcomes for both the retirement plan sponsors and participants.
An Independent Perspective
Our independent status means that we are not tied to any particular vendor or product, giving you access to an array of plan choices. With our fully transparent fee structure, you can relax knowing that the advice we offer is objective, unbiased, and always aligned with the best interests of your organization and your plan participants.
Whether you are a sole proprietor funding a SEP-IRA, a small business looking to establish a SIMPLE IRA, or the trustee of a nonprofit or privately held corporation’s defined benefit or defined contribution (e.g., 401(k), profit-sharing) retirement plan, you can feel confident working with Harmon & Hartmon. As your partner, our primary focus is helping ensure that your plan delivers the investment options, services, and overall value that participants expect, leaving you free to concentrate on managing your business or your duties as a firefighter.
We specialize in working with the following types of retirement plan clients:
Do you need help managing your company or MN Volunteer Fire Relief Association retirement plan? Contact our Minneapolis-St. Paul retirement plan consultants online or call us at 651-332-5555 today.