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Retirement Plan Support for Businesses

Pascack Capital can serve as a plan advisor to deliver an exceptional retirement plan experience

Design of Investment Policy Statement (IPS): Assist your plan creating the IPS which will act as the framework for the Plan’s investment selection and monitoring process
Vendor Searches & Analysis: Evaluating and selecting service providers to the Plan: recordkeepers, third-party administrators, trustees, custodians or participant education providers
Fee Analysis: Understanding the investment fees, expenses, and how those fees compare if the plan made different investment options available
Investment Review and Recommendations: Initial selection and ongoing monitoring and review of the Plan’s investment options and recommended changes/additions

Empowering
Education

Financial education is an essential part of a successful workplace retirement plan.

 

Pascack Capital provides plan participants with educational resources to help them make informed decisions about their retirement savings and take control of their financial future.

 

With our help, participants can better understand their retirement plan options, develop smart savings strategies, and confidently plan for a secure retirement.

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