- • Our Partners
- • Plan Level Benchmarking
- • Fiduciary Services
- • Plan Investment Due Diligence
- • Employee Communication & Services
- • Qualified Plans
- • 401K
- • Defined Benefit
- • Combo Defined Contribution/Cash Balance
- • Other Defined Contribution
- • Non-Qualified Plans
Retirement Plans
Headed up by Russell Smith and Joe Gordon, the Gordon Asset Management retirement plan consulting division uses a proprietary process to help owners and key executives gain clarity to make better informed decisions on how to best allocate resources to existing benefit and compensation programs. In addition to capitalizing on developing trends and new tax law, this process results in greater management appreciation of these programs on an ongoing basis.
We provide two proprietary tools to help the decision makers formulate informed decisions. Not only how to best allocate resources for benefit programs, but also to effectively monitor these programs on an ongoing basis.
Our two proprietary fiduciary services and retirement plan consulting tools are known as:
The Strategic Retirement Planning Process™
This multi-step process helps you examine your benefits programs in the context of an ever changing environment of taxes, control issues, creditor risk, and fiduciary responsibility, not to mention whether resources are being allocated to the right group of employees. In many cases we provide a “second opinion” as to whether any financial surgery need take place, if at all.
This process involves the examination and feasibility study of custom solutions to resolve retirement planning goals and needs within your company. Executives who take their firms through this process discover how building wealth with pre-tax dollars can provide significant benefits, including asset protection, with contributions ranging as high as $250,000/year per executive and more.
The Open Source 401(k) Program™
This fiduciary tool helps plan sponsors correctly benchmark their plan investments and measure strengths and weaknesses. Employees wearing the fiduciary hat, whether trustees or members of a retirement plan committee, often discover that they do not have the tools or expertise to discharge their responsibilities under ERISA so we have developed a systematic written process to help them accomplish these fiduciary duties:
- Deploy a consistent process to control expenses and make all providers/vendors accountable on a fully disclosed basis.
- Monitor and measure investment fund managers against their peer group and applicable benchmark index, quarterly.
- Provide custom investment advice to participants as part of the new fiduciary advisor regulations, post PPA ’06.
- Implement 3-4 fiduciary safe harbors to both reduce plan fiduciary liability and enhance the participant experience.
Our process is designed so that you can evaluate all of your retirement plan options and find the solution that is best for you and your employees. We present the pros and cons of qualified plans and nonqualified plans. Then closely monitor the plan to ensure
Retirement is slipping from many American’s vocabulary.
Contact Our Retirement Plan Experts
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Our philosophy is client centric and custom from the bottom up in designing investment programs to meet every individual's unique circumstances and goals as they evolve over an investing lifetime.
Whether a client has $500,000 or $5,000,000 in liquid assets, it is equally painful to suffer capital losses that can diminish a lifetime of accumulated wealth. As an independent registered investment advisor, Gordon Asset Management, LLC, is uniquely positioned to provide advice on a fee basis with full disclosure and no conflicts of interest. Read More >
