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Year-End Financial Planning Checklist
What does your 401(k) mean to you and your company? A 401(k) can be just another item on your employee benefits list, or it can be a program that is an incentive for employees and a reflection of your company’s mission and core values. At Align Financial Services Group, our objective is simply to help plan sponsors and plan participants create programs that align with the plan sponsor’s objectives and intentions. We help you identify what you want your plan to accomplish and then help you construct your plan accordingly.
We believe the most successful plans reflect the unique objectives of the organization. In short, we align investments and intentions. That might mean incorporating “green” or socially responsible options in your investment lineup. Or it might mean exploring customized profit-sharing options. No matter what your unique objectives are, we commit to helping you create a plan that is customized for your company.
What Makes Us Different?
As an Accredited Investment Fiduciary® (AIF®), Janel understands the critical importance of fiduciary compliance. Upon your request, we will serve as a co-fiduciary of your plan in the areas of vendor and investment selection, fee assessment, and participant education. Simply stated, we put our “skin” in the game affirmed through our adherence to the AIF® Code of Ethics. Finally, we follow a well-developed process designed to ensure your compliance.
The pillars of our process are:
Our active role with your plan and participants will reduce the workload for your benefits department. We become an extension of your human resources team.
When it comes to managing your workforce, the human resources department has enough on its plate. We believe assisting participants with their 401(k) should not be one of those tasks. Align FSG is committed to being your employees’ first point of contact for all things related to the 401(k).
How Align FSG Works for Your Benefits Team