SERVICE OVERVIEW
Corporate Retirement Planning
Designing & Implementing the Best Retirement Plans for Your Company
Create a Corporate Retirement Plan That's Best for Your Employees
There are many benefits to establishing a corporate retirement plan. However, determining which plan is right for your company can be difficult. As one of the region's leading providers of retirement plan advice, our advisors are dedicated to assisting companies design, implement, and monitor their retirement plans.
Blue Rock Financial Group makes selecting and monitoring retirement plans manageable for companies of all sizes. Our expertise to deliver an optimum retirement plan solution sets us aside from other retirement planning firms.
We work with Plan Sponsors to ensure the owner/fiduciaries/trustees of the retirement plan are aware of their responsibilities and have the appropriate procedures in place to minimize risk.

For Employers, We Provide:

Education
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Strategy
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Implementation
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Education Policy Statement

Investment Consulting
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Selection
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Monitoring
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Investment Policy Statement

Fiduciary Fitness Program
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Fiduciary Education
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Process & Compliance
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Fee Benchmarking

Plan Design
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Analysis
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Goal Setting
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Customization
For Employees, We Provide:

Retirement Readiness
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Deferral Amounts
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Monitor Progress
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Goal Setting

Investment
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Asset Allocation
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Fund Analysis
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Fund Selection

Financial Planning
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Newsletters
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Seminars
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Key Executive Planning

Resources
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Blue Rock Advisors
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Professional Education
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Provider Material