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Pension Administration

ECON 401 specializes in providing consulting services to small businesses. We provide turnkey administrative services on a flat-fee arrangement. We help you design a plan that  meets your needs and minimizes your costs. 

Plan Design Alternatives including age-weighted and cross-tested plans
Regulatory and Compliance Consulting
Investment Selection Criteria
Employee Communication Services
Retirement Planning

Retirement planning focuses on all areas of the client's financial situation and develops a course of action to help the client achieve retirement goals. 

Investment Portfolio
Income Tax Management
Risk Management
Investment Policy Statement

Investment Policies help you stay focused on retirement goals. 

Investment Diversification
Selection/Retention Criteria for Investments
Investment Monitoring and Control Procedures
Risk Tolerance
Income Tax Policy
Liquidity Needs
Investment Time Horizon

To find out more about any of these services, complete the response form below.

 

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Revised: November 30, 2000 .