Broker Check

Corporate Retirement Plans

Focused on Your Fiduciary Obligations

At the end of the day, fiduciaries will be judged on how successful they were in empowering their employees to retire in a meaningful manner.

  • 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?
Focused on Your Employees' Financial Wellness

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?

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

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

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

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

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.

Get answers today.


A Ganim Financial 401(k) retirement plan specialist can help you meet and improve your fiduciary fitness.

CONTACT GANIM FINANCIAL