Retirement Plan Services
At Oswald Financial, Inc. (OFI) Retirement Plan Services, we specialize in the design, implementation, and ongoing management of qualified and non-qualified retirement plans. We are a financial service company specializing in assisting companies designing the right retirement plan, finding the right service providers, servicing the program, educating the employees, reducing the employer liability and cost, expanding the employee/employer benefits while running the plan more effectively. The OFI team excels in evaluating and designing retirement plan packages that respond to our clients ever-changing needs.
Additionally, we are a member National Retirement Partners (NRP). NRP is an independent consulting firm dedicated to the qualified plan marketplace. Our affiliation provides us with additional resources, leverage and recognition.
The retirement plan process
You define a specific set of objectives. We evaluate your existing plan, present alternatives, and implement the solution. Comprehensive services include:
- Benchmarking of retirement plans
- Vendor selection
- Investment policy development
- Asset allocation modeling
- Investment monitoring (performance measurement & evaluation)
- Retirement plan comprehensive reviews
- Manager research and selection
- Qualified and non-qualified retirement plan consulting
- Employee education assistance
If your organization already has an existing plan or is considering a new one, our team of professionals can work with you to find the right plan – one that suits the goals of your business and your employees. We are uniquely positioned to provide the highest levels of service and consultation for plan sponsors and their employees.
Securities offered through NRP Financial, Inc., Member FINRA/SIPC. Advisory services provided by NRP Advisors, Inc
Click here to visit Oswald Financial, Inc.