Broker Check
Applying experience to select a fund lineup

Applying experience to select a fund lineup

Townsend Financial acts as a Fiduciary on all of the 401(k) plans we advise on. We use our expertise in screening and selecting investments to create a full lineup of available options to cover the main asset categories. Then Townsend Financial will either implement the changes or provide the recommendation to the sponsor depending on our fiduciary role.

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Finding the best provider for your company's needs

Finding the best provider for your company's needs

There are a number of providers offering different services at different costs. Those costs also differ depending on the plan size, number of participants, and the growth of the plan from year to year. That is why it is beneficial to have an independent retirement plan provider evaluate your plan on a regular basis and make sure you have the best plan to meet your needs for the lowest fee.

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Including features to get the most benefit

Including features to get the most benefit

In a constantly evolving retirement savings landscape, it is a challenge for plan sponsors to remain current with the options available in their 401(k) plan. Sponsors can better utilize their time by running their company and outsourcing this advice to a professional who specializes in 401(k) plans. Townsend Financial spends the time to consult with sponsors and evaluate the company to help design a plan that provides benefits to the employees and sponsor.

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Helping participants to make good decisions

Helping participants to make good decisions

Simply putting a plan in place is not enough to help your employees prepare for retirement. If the employees do not know how much to save or what to invest in, they may not see the value in the benefit you are providing and will elect to not take advantage of the opportunity. Townsend Financial provides education to your employees to show the value of a workplace retirement plan and give some guidance on how it should be used to prepare for their future.

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