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Retirement Plans
IRAs; SIMPLE Plans; 401(k); 403(b); SEPs
Our objective through Parker/Hunter 401(k) Solutions is to deliver a comprehensive solution for your retirement plan needs. This includes accurate, timely and reliable recordkeeping and trustee services. In addition, a variety of strategies will be utilized to address the participants' need for education about the full range of benefits offered by your plan. Our communication and education tools will ensure that your employees will understand how to access and utilize the entire scope of your 401(k) program.
The 401(k) Solutions program offers flexibility with regard to the selection of investment options, which can be customized to fit the needs of the corporate plan sponsor. Parker/Hunter will help you select a variation of investment options represented by high quality mutual fund companies. We screen a universe of mutual funds to identify those that offer experienced management, a well-articulated investment philosophy, a disciplined investment process, and a demonstrable track record of competitive results in all types of markets.
Benefits to the company plan sponsor:
- Employee education by Parker/Hunter Financial Consultants
- Multi-manager investment program
- Competitive cost structure
- Quality plan administration
- State of the art internet technology for plan access and administration
- Compliance testing and government filing
- Reduced company fiduciary responsibility
Benefits to the Employee Participant:
- Investment choice flexibility
- Personal investment education from Parker/Hunter
- Comprehensive statements
- Investment selection and performance reporting by internet or phone
- Ongoing employee education
- Fast, responsive local client service
Contact a Parker/Hunter Financial Consultant
for details on the administration, operational and service aspects of
Parker/Hunter 401(k) Solutions. Example program materials including enrollment
booklets and statements are available.
We know you're thinking
about your retirement.
So are we.
Our 2005
Investor Education Workshops are designed with your retirement
in mind. Join us to learn the latest retirement planning options
and provide strategies for you to consider whether you are in the preparation,
planning, management, or distribution stage of retirement. These
workshops are open to all types of investors. We welcome your attendance
at each workshop, if appropriate for your situation, for a complete understanding
of how you can be in control of your retirement plan.
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