Retirement Plan Consulting and Service

The Consultative Approach 

Our approach is simple yet comprehensive.
It encompasses several basic steps:

We LISTEN to the plan sponsor to identify key areas of the plan that matter most to the plan sponsor and plan participants.
We CONSULT with the plan sponsor and provide due diligence to assess the quality of the current plan.
We EVALUATE and COMPARE the current plan to multiple retirement plan providers.
We DELIVER plan designs and features for review.
We IMPLEMENT and MAINTAIN the plan with superior service for the plan sponsor and plan participants.

The Advisors At Biggs Financial Will Provide For Your Plan:
High Quality Investment Options
Top Notch Third Party Administrators
Superior Level of Plan Services

Our Commitment to You

  • Annual review of the plan and plan investment options
  • Ongoing assistance with ERISA compliance and ensuring you meet your fiduciary responsibilities
  • Annual meeting with participants to provide market updates and retirement plan education
  • Year round assistance to employees regarding rollovers, distributions, and other retirement plan and financial topics

Retirement Plans PDF