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.

Ready To Get Started?

IT ALL BEGINS WITH A CONVERSATION.