Your world evolves and your retirement plan should, too

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.

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.

Questions?

Any of these changes may have implications for your retirement plan and how it benefits you and your employees. Our goal is to make sure your plan takes advantage of the latest tools and design options to optimize its potential and performance for you. So, if there’s anything new in your world, contact Brad Bechtel using the information below.

Brad Bechtel

Senior Vice President
Employee Benefit Services

Brad Bechtel leads AGH’s employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans. The division provides consulting services to clients on employee benefit plans, including plan design, implementation, operation, fiduciary due diligence, compliance, and through affiliate AGH Wealth Management, discretionary and non-discretionary investment fiduciary services, investment advisory services and employee education.

Bechtel is experienced in executive compensation, including non-qualified, phantom stock, top hat and excess benefit plans, as well as other deferred compensation approaches. He has consulted for numerous Fortune 500 corporations on investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans. Bechtel is a registered investment advisor who holds Series 7, 24 and 66 FINRA registrations, and he is a member of the American Society of Pension Professionals & Actuaries.

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