Putting Your Employer Sponsored Retirement Plan on the Path toward Success
We Aim to Build a Stronger Retirement Plan for Your Company in 5 Steps
CGO specializes in employer sponsored retirement plan programs and strategies.
We are an independent financial services firm, which allows us to implement cost-effective and robust retirement plan solutions for our clients.
1. Plan Design
We help you define your retirement objectives and construct the optimal plan design for you to pursue these goals.
2. Vendor Selection
We help you find the right provider to fit the needs of your organization’s retirement plan.
3. Fiduciary Guidance
Our firm can act as a 3(21) Fiduciary to your retirement plan. We will help you develop a prudent fiduciary process to select and monitor investment options.
We will also work with your plan committee to monitor provider fees and services for reasonableness.
We’ll assist with managing the health and welfare of your plan over its lifetime, advising you on regulatory changes, program enhancements and investment due diligence.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: IL, IN, MI and WI.
Ready to work toward putting your retirement plan on the path to success? Request a consultation today.
