Broker Check

Qualified Plans

At Arnold Financial Services, we have many years of experience work with small and medium sized businesses on their qualified retirement plans.  We can work with you and your plan as advisor of record or via a 3rd party consulting agreement; whichever fits your needs best. 

Our view is that no two companies are the same, so each companies' retirement plan deserves personal attention.  Whether your concern is attracting and retaining high quality employees, executive bonuses, or tax savings for ownership group, a proper plan design can make a huge difference.

<sup><span>Common retirement plan engagements include:</span></sup>

Common retirement plan engagements include:

  • Fund Review

  • Participant enrollment and education meeting

  • Recordkeeper benchmarking

  • Annual plan design review/restatement meeting

Fund Review and Fiduciary Reporting