The written version of your retirement plan, your plan document, defines how the plan operates. Naturally, when you started your plan, it reflected what we knew about you and your company at that moment in time.
But as time passes, many things in your world may change and any of them could be a good reason to meet with us to make sure your plan is aligned with your evolving needs and goals.
For example: Your workforce may grow as your business grows or your organization chart may become more complex as you add new products and services to serve new locations and customers. Your industry may become more competitive causing you to evolve your strategy around attracting new talent or ways to keep the talented people you already have. And as your business’ profitability changes, so may your income and opportunity to save for your own future.