Broker Check

Company Retirement Plans

As the fiduciary of your company retirement plan, you carry a big responsibility. Your position comes with complex challenges and risks, along with rewards. You have a balancing act to meet the employees' expectations, while adhering to all of the rules, regulations and procedures that are mandated by the Employee Retirement Income Security Act (ERISA) and the department of labor.    

We provide our clients with objective research in the marketplace to bring you a plan that will fit you and your company's goals, while comparing and negotiating costs on your behalf. Our independence allows us to bring objectivity when reviewing various 401(k), 403(b) or other pension plans. We will help you design a plan that is a good fit for you, while managing the risks involved. We seek to provide an effective plan for both you as a plan sponsor and for your employees. Anita Grossman and her team provide services that include:

  • Research in selecting a company for your plan
  • Assisting in designing an appropriate plan 
  • Assisting in the development of an Investment Policy Statement (IPS)
  • Recommending a suitable recordkeeper, including cost comparison  
  • Education pertaining to the investment line-up
  • Ongoing due-diligence to assist you, the plan sponsor, in monitoring performance and costs
  • Periodic reviews for you to fulfill your obligation as the fiduciary 
  • Employee education
  • Non-Discretionary and  Discretionary Plans

For a complimentary consultation or for a second opinion, contact us at or call (856) 488-2849. We look forward to hearing from you.