Expert 401(k) Customization for Your Retirement
Business owners have enough day-to-day stress. The last thing you want to worry about is managing a retirement portfolio.
Your future well-being depends on this kind of long-term planning, and it is important to have your needs catered to in a customized way. At Odyssey Advisors, we pride ourselves on this level of customer attention. We want you to feel secure. Instead of offering “one size fits all” retirement planning advice, we listen to your concerns and desires so we can best handle all of your retirement needs, ranging from compliance testing to plan documentation. We provide a complimentary plan design, review and discussion to all prospective clients.
Our expertise in the retirement plan arena can save you many thousands of dollars compared to your current plan design. Additionally, the review continues on an ongoing basis to ensure that the plan design continues to meet your needs. This also enables us to suggest alternatives where appropriate.
Odyssey can handle everything from discussing the design with the plan sponsor to completing required documentation, including the Summary Plan Description. The plan includes a description of the benefits, rights, and responsibilities defined by the coverage.
Let Odyssey customize your retirement planning, freeing you up to concentrate on making your business thrive today. Let us pave the way for your tomorrow.