Maintaining a 401(k) Retirement Plan for your company and employees has become increasingly more complex with each passing legislative year. Navigating today's retirement plan world of growing fiduciary responsibilities, plan expenses, investment choices, proper plan design, and participant education can expose your company to potential liability, and detract from the profitable day to day operations of your company.
As Financial Advisors, the Latus Group holds membership in the National Association of Plan Advisors (NAPA) and the Retirement Plan Advisory Group (RPAG), the nation's leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.
The Latus Group will bring confidence to your Company Retirement Plan and employees through our extensive investment due diligence process, fiduciary training programs, participant advice and educational services, and knowledge of ever-changing legislative landscape. At the heart of our relationship with your company is a deep commitment to gain a meaningful understanding of your current retirement plan concerns, objectives, participant demographics, and plan vulnerabilities. We invite you to learn more about the Latus Group and our process for making your retirement plan a great success.
Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.
Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.
RFP-driven process to ensure apple-to-apple comparisons and help maximize a plan's negotiating leverage.
Plan design assessments that strive to increase an employer's benefits return on investment (ROI) while striving to enhance participant retirement outcomes.
Proprietary fund ranking system aims to enhance outcomes, manage risks and reduce fiduciary exposure.
Advanced risk-based suitability process to identify a "best fit" target date fund series that is right for your plan.
Have a Question?
Download The SECURE Act: What Does it Mean for You? Ebook!
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
Get the Ebook