Whether you need to start a new plan or enhance an existing one, we take you through the steps needed to determine the plans course and objectives.
Through analysis and objective consultation Brown & Brown will architect a retirement plan best suited to meet your goals. Our retirement professionals are knowledgeable in group plan design and work closely with you to:
We select investments from companies who:
For More Information
For more information about our investment advisory services please contact an Brown & Brown retirement planning specialist at 800-444-1974.
Through analysis and objective consultation Brown & Brown will architect a retirement plan best suited to meet your goals. Our retirement professionals are knowledgeable in group plan design and work closely with you to:
- create the plan document
- recommend and implement the investment policy
- assist in selecting core line-up of investments
- recommend the record keeper
- inform and advise on compliance obligations
Participant Retirement Strategies
Brown & Brown will also advise on strategies to educate and enroll your participants, including:- conduct participant surveys
- develop communication and education strategies
- periodic plan sponsor debriefing meetings
Investment Advice
As independent consultants Brown & Brown will research the entire market to make investment recommendations based upon your style and specific goals.We select investments from companies who:
- are proven financially stable
- offer respectable products
- offer a wide range of choices
For More Information
For more information about our investment advisory services please contact an Brown & Brown retirement planning specialist at 800-444-1974.