Strategies for Effective Retirement Programs

Asset Strategy Retirement Plan Consultants is an independent, fee based consulting and investment advisory firm. We provide unbiased investment advice to both individuals and company sponsored retirement plans; Defined Benefit, 401k, 403b, Employee Stock Ownership Plan (ESOP) & Non-Qualified Deferred Compensation.

WHAT WE DO:

  • Help plan sponsors create well defined investment strategies and plan design that will assist participants to reach their retirement goals
  • Advise employees and provide independent investment advice on how to maximize their retirement plan accumulation in accordance with their personal risk profile
  • Assist in making sure plans are in compliance with the DOL
  • Work with your trusted attorney, broker, accountant and vendor
  • Become a co-fiduciary to the plan

WHY ASSET STRATEGY RETIREMENT PLAN CONSULTANTS?

We deliver total retirement solutions to organizations for the recruitment, retention, rewarding and retiring of employees.

We work for our clients and that is the added value of being an independent, registered investment advisor and consultant.

We provide ongoing analysis, benchmarking and investment advice to plan sponsors.

We are a fee based, total disclosure firm-we are not product driven.

VISION:

Asset Strategy Retirement Plan Consultants was formed by individuals that have been involved with providing investment consulting and retirement plan solutions for over 20 years each. Our goal is to help plan sponsors meet and exceed their fiduciary responsibility and making sure participants get the independent investment advice they need to be able to invest and reasonably retire on.
 

Retirement News

Workers Rise to Lower 401(k) Fees

By ELEANOR LAISE

Jeff Powelson knows how tough it is to fight for lower fees in a 401(k) retirement plan. He tried to get his employer to add lower-cost investment options to its plan in late 2008. He failed. But when he switched jobs last year, the 27-year-old took one look at his new, pricey 401(k) plan and decided to try again.

Roth conversions taking off in 2010

Upper-income investors are taking advantage of a change in the tax law and rushing to convert their traditional individual retirement accounts or old 401(k) plans into Roth IRAs, according to an informal survey of investment companies.
 

PersonalFinance: Retirement without fear - Reuters

WASHINGTON (Reuters) - Most American workers are better set to retire than they think they are, according to a new retirement readiness index.