Piggy Bank

Employer Sponsored Retirement Plan

About CGO Financial

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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.
Employer Sponsored Retirement Plan

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.

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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.

4. Participant Education

• Employee enrollment assistance
• Quarterly participant newsletters 
• Financial education seminars
• Market updates/economic outlook
• Individual participant meetings

5. Ongoing Plan Monitoring

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.
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