Corporate Retirement Plans
Horizon Wealth Management brings the experience you and your employees seek across multiple plans and needs.
Horizon Wealth Management specializes in developing retirement plan strategies for small and mid-size businesses across a broad range of industries. We bring the experience and qualifications to assist you in developing effective retirement plans for your business and your employees. Through our adherence to high fiduciary standards, we are able to instill the confidence you seek, knowing your interests and those of your plan participants always come first.
We offer:
- Access to the global financial resources required to help address the asset management needs of our clients
- A team of seasoned specialists that conduct in-depth analyses of retirement plan and financial strategies with the goal of benefiting clients’ retirement plans
- The ability to aggregate each client’s total financial picture to prepare comprehensive reports and statements
As independent investment advisors, we are both vendor and investment neutral, helping to ensure transparency across all aspects of your plan as we help improve desired plan and participant outcomes. We are members of the LPL Financial Retirement Plan Consulting Program (RPCP), which allows our advisors to act as a co-fiduciary to your plan for investment selection, improve retirement readiness for your employees and enhance the overall effectiveness of your plan.
You can rely on our knowledge and experience to assist you and your plan participants with a full range of retirement plan needs.
- Customized Plan Development
From our initial meeting, we partner with you every step of the way to develop and maintain a customized plan to strategically balance the objectives of your company and plan participants. Learn more - Retirement Plan Consulting
Our knowledge covers all aspects of plan operations, including changing service providers, managing plan conversions, updating and monitoring investments, vendor benchmarking, fee analysis, monitoring the plan’s overall health and developing employee communications.
Learn more - Plan Participant Education
In addition to assisting with enrollment into new plans, we provide qualified, objective insights on investment allocations. We will also develop an effective employee education program based on the unique needs and objectives of your participants. Learn more