Corporate retirement Plans

At Fragasso Financial Advisors, we can add extraordinary value for trustees of retirement plans by working with you as a team member. In return, you receive the confidence that accompanies quality plan management and monitoring and uncompromised professionalism.

Bob Fragasso and our team of professionals is available to teach your staff on any number of topics.  Here Bob discuss retirement with a group of adult students:

As the person responsible for your organization's retirement plan, would you like to:

• Be competitive in attracting the best and brightest
  available in the workforce?
• Maintain or improve employee morale?
• Have employees comfortable and well informed
  about their investment decisions?
• Maximize the amount that you can save for your
  own retirement?
• Capitalize on the tax advantages available to you by
  having an employee benefits program?
• Enable your employees to select the most appropriate
  options available to them in the plan you offer?
• Receive help in meeting your employee education
  requirements under Employee Retirement Income
  Security Act (ERISA) Code 404(c) and The Pension Protection Act of 2006?

We work with professionals like you who are responsible for their organization's retirement plan to comprehensively manage the best-chosen retirement plan for your organization. In addition, we continually monitor your plan's assets, thus helping to reduce your fiduciary liability. We manage and monitor a benefits package that fits your organization's needs as well as attracts good employees and motivates them to grow with the company. We manage your plan so that you and your organization are able to take advantage of tax benefits, reduce costs, improve efficiency and enhance employee satisfaction.