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Corporate Retirement Plan Services Why do Companies Change Retirement Plans? Here are a few reasons why we see companies changing plan providers: employer concern about investment selection or performance; service concerns with the plan administration service provider; dissatisfaction with efforts to increase participation in the plan or late and inaccurate participant statements or recordkeeping. In addition, Plan Sponsors are paying closer attention to their fiduciary responsibility to ensure their retirement plan is appropriate for the workforce and is operated for the sole benefit of the employees who participate in the plan. The Moore Colson Wealth Management (MCWM) Difference: At MCWM, we take a flexible approach to the retirement plan business, providing customized retirement plan solutions. Our commitment to our clients includes plan design and management, a review of existing plans and the development of alternative plan designs that will help each client work toward their long-term goals and objectives. MCWM team of professionals will work with you to design, implement and maintain a plan that will work toward your goals while providing retirement security for your valuable employees. We deliver and execute retirement plans with a clear difference. You’ll see that difference in how we focus on your specific issues and effectively tailor our offerings to meet your needs. So whether you’re sponsoring a plan or saving for retirement as an individual, Moore Colson Wealth Management can point you in the right direction. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are licensed in the following states: AL, CA, DC, FL, GA, IL, MD, MO, NC, NE, NV, NY, OH, OR, PA, SC, TX, VA, and WY. Securities and advisory services offered through LPL Financial |
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1640 Powers Ferry Road • Governor's Ridge • Building
11 • Suite 300 • Marietta, GA • 30067
ecorsey@moorecolson.com | 678-385-6050
ecorsey@moorecolson.com | 678-385-6050