Advisor Resources
Retirement Plan Services
One size does not fit all when it comes to retirement plans. Your clients may want a retirement plan for many reasons, including:
- to increase their own personal retirement savings
- to obtain a company tax deduction
- to benefit or attract/retain qualified employees
Our company focuses primarily on the design and administration of retirement plans. Partnering with Polycomp means you can focus on your area of expertise, while we keep up with the intricacies of ERISA and ongoing legislation.
» Learn about the different plan types we offer
» View some investment choices
» Request a proposal
Custom Designs that Fit
Your clients may have specific needs that cannot be met with an off-the-shelf, prepackaged plan. Retirement plans are far too valuable and complicated to run smoothly without consistent attention to detail and experienced, human help.
That’s why we will customize your plan and its features by:
- Spending the time to discover precisely what is needed for your plan
- Designing a plan and operational procedures that make the most sense for your company’s objectives and employee demographics
- Using the most innovative design elements to create maximum benefits and operational flexibility
- Incorporating design features that enhance plan participation and appreciation
- Carefully educating your client's office staff to help them understand the plan and its operation
- Staying in touch with you on a regular basis to monitor and improve the plan
Let us design the best plan to suit your client. Download our Retirement Plan Questionnaire, send us your information and we will prepare a plan design illustration for you and your client at no charge.
For detailed information about the types of plans, please click on one of the following executive summaries (PDF documents).
Services that Make Sense and are Priced Right
Our entire focus is plan administration. We aren't distracted with selling investment products. That means we have the discipline, energy, education and experience to provide solutions for your clients' retirement needs.
This is important for your clients, because:
- They need unbiased advice
- They are better served by specialized, dedicated plan professionals like you
Plus, we bill on a flat fee schedule, so there is no guessing about what it will cost.
Contact us today to find out why our reliability and accessibility makes us so popular with Financial Advisors.
We look forward to working with you.