Since the inception of ERISA, employers and employees alike have been held captive by the self-serving interests of the insurance companies, mutual fund houses, and financial institutions. Qualified retirement plans (401k, profit sharing, 403(b), 457, ESOP, Cash Balance, Traditional Defined Benefit) can be effective vehicles if properly constructed, appropriately priced, competently administered, professionally investment managed, and thoughtfully presented to employees. The ultimate goal for all parties is to understand exactly:
The Prizant Group, Ltd. strives to deliver exceptional, intelligent, and transparent pension consulting services to the small-mid size business environment. We engender to create long-term relationships by treating our clients with respect, dignity, and honesty.
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Advisory services offered through Capital Asset Advisory Services, LLC. A Registered Investment Advisor.
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