Corporate Retirement Plans

Consulting, education and management services for you at your office

We provide consulting, education and management services to companies sponsoring qualified retirement plans (401(k), Profit Sharing, Defined Benefit) throughout California.

We offer a bundled solution for any type of qualified retirement plan, including:

Trustee Consulting Services

• Annual trustee meeting
  • Annual Plan Review
  • Investment Option Review
  • Fiduciary Responsibility Checklist
  • Quarterly communication with trustee

Participant Consulting Services
HFG partners with a 401(k) service platform to provide participant enrollment, education and investment guidance services.

• On-site initial group enrollment meeting
  • Provide meeting addressing 401(k) plan provisions, investment structure and options, retirement planning issues and plan enrollment forms
• Follow-up group enrollment/continuing education meeting every six months
  • Address current investment market environment
  • Present plan investment option returns
  • Discuss relevant investment strategies
  • Cover plan enrollment process for new enrollees
• Internet access to account information available
• Telephone support available
• All enrollment materials and meetings available in Spanish
• Individual investment guidance available from our office by phone
• Post-participation counseling available upon termination of employment
• Investment and financial newsletters available – weekly, monthly and quarterly