CORPORATE RETIREMENT PLANS

Navigating today’s legal and fiduciary compliance requirements can be challenging. Haycox Financial Group assists businesses with ongoing retirement plan regulations and fiduciary responsibilities. As members of the Retirement Plan Advisory Group (RPAG), we use industry tools and metrics to support ongoing investment due diligence, plan compliance and fee benchmarking. Offering a 401(k) can be valuable to employees, but participation may be limited when the plan is not well understood. Haycox Financial Group provides employee education meetings, both remotely and in person, to explain plan features and investment options and to highlight the role of retirement saving. Whether your plan is new or has more than $100 million in assets, Haycox Financial Group is here to support to you and your employees.