Corporate Retirement Plan

At Brouwer & Janachowski, we understand the issues you face as a sponsor of a corporate retirement plan. In fact, our first client, back in 1987, was a retirement plan. You want to delegate investment management responsibilities, yet you also want to know that your plan investments are diversified, competitive, solid and compatible with ERISA. You know you need a written statement of investment principles and guidelines, but who should develop it? You also need to address issues such as cost, reporting and employee education. We can help.

Does This Sound Like You?

• As a business owner, CFO, or retirement plan committee chair, I have so much on my plate. Even though I’m really busy, I still feel as though our plan needs to get better, for our plan participants and for the firm.
• How do we do that? What's the best investment approach? Which custodian should we use? How do we know if we're getting a good deal from our custodian?