Retirement Plan Solutions
Making your life easier
For the past 25 years, our Investment Advisory Firm has served numerous 401K Plans throughout the US. Our team of dedicated retirement plan professionals will take the time to understand the unique needs of your business and recommend a retirement plan to work toward your goals.
Plan compliance and fiduciary support
If you’re like most plan sponsors, you have many demanding challenges competing for your attention. Palabe Wealth advisors work with retirement plans every day, and they will help save you time and effort. We bring the experience and tools that deliver value, help improve participant outcomes, and mitigate your fiduciary risks.
To ensure we are adhering to a high standard of compliance we provide:
- Investment policy statement review
- Regulatory and Legislative updates
- 404(c) compliance review
- Plan Audit Preparation Assistance
Plan Investment Monitoring
Our investment monitoring services include:
- Benchmarking your Plan Against the Marketplace to Ensure your Plan Fees are Competitive
- Strategic Plan Review Meetings
- Investment Analysis with the Support of Morningstar and LPL’s Research Team
- Quarterly Investment Review Report
Participant Education
We provide your participants with in-person and virtual customized educational meetings and videos on various topics including:
- The Importance of Investing in a Retirement Plan
- Budgeting
- Mitigating Debt
- Creating an Emergency Fund
- Social Security
- College Planning
Individual Investment Services
Palabe Wealth offers a wide range of comprehensive wealth solutions to help participants pursue their financial goals. We help to implement a suitable strategy that considers their complete financial picture. They will receive reports, statements, and regular communication from us.
Plan Design Consulting
Our team of experienced Advisors will collaborate with you to design a well structured plan that include the following parameters:
- Fee Negotiation
- Plan Design Review
- Roth Options
- Custom Models
- Qualified Default Investment Alternative
- Target Date Analysis
- Safe Harbor Guidance
- Asset Class Allocation
- Auto Enrollment/Auto Escalation
Employee Support
Our goal is to Empower Participants to make informed decisions. We facilitate this by offering:
- E-PAL (Employee Palabe Assistance Line)
- Customized Educational Meetings
- Personal Consultation Sessions
- Participant Website Training
- Quarterly Informational Newsletters
I could definitely use some help with my company's Retirement Plan. Let's chat.
We know it's a lot.
Here's a guide on the Seven Common 401(K) Issues to avoid when looking for a financial advisor
Complimentary
Resource Guide
Looking for a financial advisor that checks all the right boxes? Our complimentary guide will help you avoid these 7 Common 401K Mistakes.