Retirement Plans for Businesses
We provide retirement plan services to businesses, including 401(k), 403(b), defined benefit, and other qualified plan management, and plan participant education. Our business clients desire more than a traditional plan advisor relationship. We partner with them to address the risk, choices, and benefits associated with retirement plans. Our advisors provide the following services:
Assist in development of Investment Policy Statement (IPS)Recommend and monitor investment optionsConstruct model portfoliosAct as fiduciary, working only in the client’s best interestRecommend initial investment optionsEdit investment options as neededConstruct model portfoliosAct as fiduciary, working only in the client’s best interestOffer recommendations with respect to the investment options available in the planFinancial wellness education group meetingsGroup enrollment meetingsEmail and phone supportOngoing communicationsRetirement Plan Resources
125 West Boyer Street | Wadsworth, Ohio 44281 | 330-336-9292
3736 Boardman Canfield RD | Canfield, Ohio 44406 | 330-702-9950
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Kevin Chiu ADV Brochure Part2B | Karl Elsass ADV Brochure Part2B | Beth Randall-Dodd ADV Brochure Part 2B | Brad Stoehr ADV Brochure Part2B | CIRA ADV 2A | CambridgeWealthPort Wrap Brochure | CIRA CRA Form | CIR CRS Form
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Elsass Financial Group are not affiliated.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, GA, IN, KY, MI, MO, MT NC, NY, NM, OH, PA, SC, TN, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Elsass Financial Group makes no representation as to the completeness or accuracy of information provided at these sites. As well, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.