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Corporate Retirement Plans

Enhance Your Retirement Plan Solution

Enhance Your Retirement Plan Solution

Help Your Employees Reach Their Future Goals

Empower your business with a retirement plan that supports financial security and enhances employee productivity. Our solutions to minimize financial distractions and keep your business running strong include 401(k), Profit Sharing Plan, 403(b), SIMPLE, Solo-(k), Defined Benefit Plans and more.

Plan Health, Design & Compliance

As your business evolves, is your company’s retirement plan keeping up? We’re dedicated to enhancing your workforce’s financial focus through:

Annual Deliverables Calendar

Anchor your retirement plan governance throughout the year with our disciplined quarterly checklist that ensures committed ERISA compliance and support.

Advising the Plan Sponsor

As Accredited Investment Fiduciaries (AIF), our team is dedicated to providing you with the highest standard of independent, interest-free advice.

Enhanced Fund Oversight

Stay competitive with Fi360's powerful analytics tools for sharper decision-making and our monitoring process with advanced research and strategic fund lineup management.

Educating Your Employees

We ensure a current, beneficial selection tailored for financial and sector diversity by completing periodic analyses to stay aligned with your financial focus.

Your Employees: Enhancing Financial Well-Being

Our goal is to help build a financially confident, informed, and educated team in your organization.

Client Centered
  • Disciplined Enrollment Meetings: Personal introductions to your retirement plan, emphasizing your company values and commitment to your team’s growth.
  • Consultations: Optional individual employee consultations where we clarify 401(k) plan details, determine the best retirement savings approach, and expand investment literacy—all to foster an environment of educational empowerment that benefits both employee and employer.
  • Education: Educational sessions designed for plan participants throughout the year to continually expand financial literacy.
  • Wealth Management Services: Beyond the educational sessions, we offer you the option to provide select participants an opportunity to engage with us as wealth clients through an invitation to use Asset Map, a complementary visual tool that delivers a snapshot of individual financial wellness that can help uncover gaps within their wealth planning needs.

Where Do You Go From Here?

Learn more about our comprehensive four-step process to start the Farpointe Journey to plan the comfortable retirement lifestyle you deserve.

1
Complimentary Introduction

Free of any obligation, we connect to understand your current situation, hear your dreams, and confirm that we should move to the next step.

2
Discovery Meeting

We will lead you through a goal-setting session, gather priorities and documents, and build your custom roadmap. We get to know your goals.

3
Charting the Course

We will discuss our recommendations and our approach to implementing them. This step includes advice on investment solutions.

4
Begin Your Journey

This step onboards you and your family as Farpointe Wealth clients. We'll be with you for every step of your Farpointe Journey.

Find out more about how we can help guide your financial journey.

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