Your Retirement Plan Sherpa
An effective sherpa is experienced in the tools, techniques, and pathways that will provide a safe expedition for their clients. Empower Wealth Advisors is your sherpa. You don't need to be an expert in retirement plans because our team specializes in simplifying that process for you, reducing your fiduciary liability. We do the heavy lifting, keeping you safe from unforeseen pitfalls that may cost your business time and money. We pride ourselves on constant and consistent communication which instills a sense of trust, a critical part of what makes a successful climb.
We've developed four pathways based on plan size. Each pathway has been built to help target the commonly missed ERISA responsibilities:
- Maintaining the lowest cost investment options for plan participants
- Ensuring best-performing investment options
- Documenting cost and performance benchmarking
- Providing regularly scheduled communication and education to participants
With our service platforms, we help business owners reduce workload while saving time and money by providing a turn-key solution that builds a more efficient, and compliant retirement plan.
Give our office a call today to set up a consultation for your retirement plan: (210)-EMPOWER.