Corporate
Retirement Plans
Retirement Plan Consulting and Investment Assistance
Plan consulting is much more than picking mutual funds. As an investment fiduciary under ERISA, Provence Wealth provides a multi-disciplinary service approach, to help cover all the bases.
How We Do It…
1
Plan Design and Selection Assistance
Recommend the best mix of retirement plans for your business. Act as plan liaison in constructing the optimal plan design to help you meet your goals.
2
TEAM COORDINATION
Coordine segregated advisors (CPA, TPA, Recordkeeper, Provider) into cohesive team.
3
INVESTMENT SERVICES
Build custom portfolios for pension plans, cash management, and structured settlement needs.
4
COMPLIANCE SUPPORT
Assist employers with IRS and DOL audits, as well as VCP submissions.