Retirement Plans

At Forty4 Financial, we believe in offering your employees a retirement plan that aligns with the values of your organization, while helping your employees reach a more financially secure retirement. We offer high value and service at a competitive cost.

If you can answer “yes” to any of the questions below, we may be able to help you out;

  • Are the values of your organization not reflected in your current retirement plan?
  • Will offering the benefit of a market leading retirement plan help you attract and retain qualified employees?
  • Do you want to offer your employees a choice of socially responsible investment options?
  • Will your employees benefit from professional guidance in saving and preparing for retirement?
  • Do you want to partner with professional providers acting in fiduciary roles to assist you in meeting your own fiduciary responsibility as plan sponsor?

We offer a range of retirement plan options (401k, 403b, SEP IRA, etc.) depending on your structure and needs. Along with a team of specialists and actuaries, the required regulatory filings are taken care of and the administrative burden for the plan sponsor is minimized.

A retirement plan with Forty4 Financial offers socially responsible investment options across all asset classes at low fee levels, and can include the services listed below, based on your preferences;

  • Regular meetings with the plan sponsor to review progress and changes
  • At minimum, annual meetings with the plan participants to review options and changes within the plan
  • Access to professional guidance for plan participants, to discuss their allocations and trajectory towards their retirement goals
  • Online educational tools available 24/7
  • Assistance with on-boarding new participants, and guidance of new employees
  • Professionally managed target risk portfolios and standard menu of investment options for participants to choose from

The retirement plan can be linked to most payroll providers, thereby making updates and administration of contributions straight forward.

If you are interested in learning more about what Forty4 Financial can do for you and your organization, please feel free to contact us.