Plan Design and Compliance Assistance

Congress has constantly burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans essential. This is why it is critical that the legal, compliance, and design aspects of a plan are current. We help you develop an organized, systematic, and periodic review process where every relevant feature is examined in an effort to provide an optimal plan. We will review the design and operational features of your company’s plan from an unbiased perspective focusing on:

- Increasing participation
- Decreasing Costs
- Alleviating the burden on benefit personnel
- Reducing Trustee and fiduciary liability
- Providing innovative strategies designed to best meet your company's needs

 

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Bryson Wealth Management | 3777 Long Beach Blvd., Suite 500 | Long Beach, California 90807 | 562-388-7721 | 562-435-5639 (fax)
Bryson Wealth Management makes no express or implied warranties (including limitation, any warranty or merchantability or fitness for a particular purpose or use) regarding information provided on this site. Any information, forms and applications are provided to users "as is". Bryson Wealth Management will not be liable to any user or anyone else for any interruption, inaccuracy, error or omission, regardless of cause, for the information provided on this site. California License Number 0C57214

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners(IFP), a registered investment advisor. IFP and Bryson Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may discuss and/or transact securities business with residents of the following states: CA, GA, LA, MA, NC, NJ, NV, OR, TX, UT, WA.