CGO specializes in employer-sponsored retirement plan programs and strategies.
We help you define your retirement objectives and construct the optimal plan design for you to pursue these goals.
We help you find the right provider to fit the needs of your organization’s retirement plan.
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.
• Employee enrollment assistance
• Quarterly participant newsletters
• Financial education seminars
• Market updates/economic outlook
• Individual participant meetings
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.