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Attracting & Keeping the Best 

The right retirement package can mean the difference between recruiting and retention success or failure. 

Business Retirement Plan & Design

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​If you own a business, your retirement may not be your only concern when it comes to retirement planning. You know that in order to recruit and retain the best and the brightest, you have to offer more than simply a competitive salary and an enticing workplace culture. You may need to offer solid benefits, including an attractive retirement plan.

 

The kind of retirement plan varies from company to company, business to business, and from one type of workforce to another. Some companies may need to offer different retirement plans to different workforce classes within the same organization.

 

We will work with you to determine the kind or kinds of retirement plans you should consider, how those plans factor into your larger compensation package, and the appropriate level of customization.

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Managing Fiduciary Responsibility

 

To help business owners and boards fulfill their fiduciary responsibilities to clients, EightPoint Financial is supportive of the decision to act as:

 

  • 3(21) Investment Financial Professional: Provides customized investment recommendations to the plan and can provide general financial planning and asset allocation recommendations to participants to help them achieve their retirement goals;

 

  • 3(38) Investment Manager: Takes discretion over the plan’s assets and management by assuming greater legal responsibility and liability for individual investments selected.

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For 401(k) and 403(b) administrators, EightPoint Financial, through Cambridge Retirement Plan Strategies, delivers:

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  • Recordkeeping services;

  • Education and enrollment materials;

  • Quarterly participant statements delivered to plan sponsors; and

  • Web access for participants, financial professionals, TPAs, and plan sponsors.

Get in Touch with Your Pittsburgh Financial Advisor

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and EightPoint Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, FL, LA, MD, MS, NC, NJ, NV, OH, PA,  TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

The content herein is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this content was developed and produced by outside sources to provide information on topics that may be of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of EightPoint Financial. The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

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