Retirement Benefits are one of the most important benefits an employer can offer. We believe that a good retirement plan can help attract good employees, but a great retirement plan can help retain them. Typically, a retirement plan is offered as a tool to help the employer and his or her employees to successfully prepare for retirement. Yet only 20 percent of participants have enough assets to successfully retire. Eighty percent fail to accumulate enough assets to provide for a successful retirement. We believe this percentage can be reversed. Through proper plan design, implementing fiduciary best practices, managing fees and expenses, and proper education, we can improve your employees' potential to create a successful retirement. Would you like to provide your employees with an improved opportunity for a successful retirement?

If you have an existing plan we are able to help you manage your plan better. Whether your concern is over fees, employee education, or most importantly, your fiduciary responsibilities, we have the skills to help you operate your plan according to best practices, without you having to learn a second career. This allows you, the business owner, the ability to focus on what you do best, namely running your business. By completing a high level review of your current plan, using tools that have been developed by Fiduciary 360®, we can assess how well your current plan is working, and how well you are meeting you fiduciary responsibilities. After working with the employer to determine their goals for the plan, we can help make any adjustments needed to improve the plan. Being independent, we are able to work with many plan providers simply by becoming the employer's broker of record on the plan. If we are not able to become the broker of record, we can guide you through the search process to find an acceptable vendor. Either way, we are here to help you develop and maintain the best possible plan for you company.

If you are just thinking about starting a retirement plan, we are here to help. At BRE, we take the time to learn about your business, your employees, your cash flow, and your goals for a retirement plan. We then work with you to help you choose the right type of plan for your business. Whether an SEP, SIMPLE IRA, or 401k is ultimately decided upon, we have the resources to help you pick the best provider for your situation.