Gainplanners are passionate about your retirement plan. Our team of planners, advisers, and researchers will give you thoughtful, direct advice to help you establish a 401(k) plan with the flexibility to grow with your company. We'll ensure that your plan stays in compliance and you will have the right strategic partners in place for success.
The world of Retirement Plans is intimidating. That is why it’s best to work with experts in the field. Gainplan will help you navigate your options. We will work together to decide everything from where your 401(k) plan should be held and who should keep the records; to how complex your plan design should be and everything in between. We won’t stop there either. We will continue to work with you to manage those relationships and ensure that you are always offering the best retirement plan for your employees, yourself, and your business.
Let's Talk About 401(k) PlansDid you know that you are a fiduciary for your 401(k) plan? Do you know the responsibilities that come with that role? Most advisors will not operate as a co-fiduciary with you. At Gainplan we are different. We understand and embrace our role as co-fiduciaries. We vow to never take a commission from any 401(k) plan. This allows us to truly sit on the same side of the table as you, the plan sponsor. We will work side by side to keep your plan in compliance while keeping the best interest of the participants at the forefront.
Let's PartnerMost investment advisors offer basic employee education for your retirement plan often conducted by an inexperienced associate. Gainplan takes employee education to the next level. A CERTIFIED FINANCIAL PLANNERTM professional will conduct all employee education meetings. Rest easy knowing that you are receiving sound retirement advice that is always in your best interest.
Lets Talk About Professional EducationProvide all plan documents:
Guys, this is a difficult post. It was hard to write, and it may be hard to read. Specifically, if you have recently lost a loved one to an illness, you may want to skip this post. That said, because these topics are taboo, we don’t talk about them enough.
After the strongest August in 34 years, momentum reversed in September. The S&P 500 Index finished the month down 3.9%, but still left the index up 5.5% on the year. The decline in September was led by the mega-cap growth stocks that had helped drive the market to new highs…