Corporate Retirement Plans
- 4% of Americans have saved enough for retirement.1
- 36% of Americans have Social Security as their only source of retirement income.2
- 88% are NOT confident about their financial future.3
Focused On Your Fiduciary Obligations
- Does your current advisor serve as a 3(21) or a 3(38) fiduciary?
- Is your investment analyst independent from your providers?
- Have you examined and made decisions about revenue sharing?
- Do you have a current fee service agreement from your advisor?
- Have you formalized your selection for asset allocation glide paths?
- What percentage of your plan participants are on track to financially retire?
Employees Need Broader Financial Help
- Only 38% of working Americans have 3+ months of emergency savings.4
- 52% of working Americans overspend or break even each month.5
- 25% have missed work to handle a financial matter.6
Focused On Your Employees' Financial Wellness
- Do you have a formalized education plan?
- Do your employees receive one-on-one retirement gap analysis?
- Are your group workshops relevant to your employees’ financial fitness?
- Do your employees have access to a Retirement Income Planning Specialist?
Focused On Your Fiduciary Fitness
Fiduciary Fitness — How fit are you?
Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers.
Plan Design Review
Is your plan design meeting your objectives? We provide you with a comprehensive evaluation of your company’s retirement plan objectives and concerns and an analysis of other plan solutions.
Independent Investment Analysis
Our proprietary ScorecardSM System provides a proven process to monitor and evaluate fund managers and investment strategies.
Vendor Benchmarking Due Diligence Analysis
We’ll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposals, and guide you in making an informed and knowledgeable decision.
Participant Education and Communication
We provide your plan participants with the hands-on educational information and tools they need to make the right decisions for their future: retirement coaching, gap analysis, and personal financial planning.
We provide hands-on solutions and support to actively manage your plan and engage your employees with their retirement planning. Our fiduciary due diligence process helps ensure you are meeting all of your fiduciary obligations and performing to your goals.
A Ganim Financial 401k Retirement Plan Specialist can help you meet and improve your Fiduciary Fitness.
1-2[Source: 2016-Statistic Brain Research Institute]
3-6[Source: Fidelity Plan for Life 2017 Employee Engagement Program]
There are no warranties implied. GFS Wealth Management Advisors, Inc. (“GFS”) is a registered investment adviser located in Bridgeport, CT. GFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. GFS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GFS’s web site on the Internet should not be construed by any consumer and/or prospective client as GFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GFS, please contact the state securities regulators for those states in which GFS maintains a registration filing. A copy of GFS’s current written disclosure statement discussing GFS’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from GFS upon written request. GFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GFS’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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