Retirement Plan Services

Whether you're a sole proprietor or have dozens of employees, you just don’t have the time or staff to devote to activities that aren’t directly related to building and maintaining your business. We are well versed in the different types of retirement plans available. Our unique consulting process will help you identify which retirement plans may be suitable for your business and for your employees. Progress Financial Services will partner with you to manage plan risk, investment oversight, compliance complexities, employee education and any other issues that you may encounter as a plan sponsor.

Our services include:

  • Plan consulting
  • Investment selection and monitoring
  • Vendor comparative analysis
  • Plan transition and integration
  • Employee education and communication

Throughout the entire process, your Progress Financial Services financial advisor is your primary contact and relationship manager. With a clear understanding of all your retirement plan needs, your financial advisor is able to offer you access to valuable and knowledgeable assistance in meeting your retirement plan administration responsibilities and providing employee education.

Securities and variable annuities offered through Sterne Agee Financial Services, member FINRA/SIPC. Not Bank Guaranteed, Not FDIC Insured, May Lose Value. Not a deposit, Not Insured by any Federal Government. Investment Advisory Services offered through Sterne Agee Investment Advisors, Inc.

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