Proactive Financial Leadership
Anticipating the needs of your workforce will only happen if you truly work to understand your employees’ long-term goals.
Now is a valuable moment to explore creative ways to save company dollars, reduce employee burnout, and benchmark your retirement plan.
3 Creative Ways to Unlock Company Savings
Explore high-impact, low-disruption strategies to reduce costs without compromising your employees’ experience or benefits package.
Every 0.01% Impacts Participant Outcomes
401(k) benchmarking helps plan sponsors manage plan fees, meet fiduciary responsibilities, and improve retirement outcomes.
Employee Burnout Solutions That Work
Bare-Minimum Mondays and Take-It-Easy Tuesdays might sound funny, but for employers, the financial consequences of disengagement are real.
Independent Retirement Partners
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Matthew C. Monroe, AIF®, CRPS®
Managing Partner
Securities offered through LPL Financial member FINRA and SIPC. Investment Advisory services offered through Good Life Advisors, a Registered Investment Advisor. Good Life Advisors and Independent Retirement Partners, LLC are not owned or controlled by LPL Financial. Chartered Retirement Plans Specialist conferred by the College for Financial Planning.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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