We monitor all plan investments quarterly based on a 12-point scale that takes qualitative and quantitative fund data into account. Our team replaces any investments that are not performing to keep your plan compliant.

For plans with 120+ employees subject to an audit, Bryson Financial can assist in engaging an auditor and support you through year end audits by guiding you through the process.

We offer Spanish speaking staff to provide detailed education and plan information for your bilingual employees. We provide education materials and schedule one on one or group meetings with your staff.

Our team stays up to date with retirement guidelines such as ERISA, The SECURE Act, and CalSavers and will monitor your plans to make sure you are up to date on state and federal requirements.

Whether you are starting a new 401(k) plan or switching recordkeepers, our in-house experts will partner with you for a smooth transition. We will walk through the entire process with you through regular updates to make sure you feel confident in your 401(k) plan’s design and implementation.

Our team can review your current retirement plan offerings and offer suggestions for improvement both for your and your employees so you can make sure your plan is serving you as best as possible.

Estate Planning offers many benefits. First, it allows us to determine who, what, where, and how your assets will be transferred upon death. Second, it allows these assets to pass in the most efficient way possible. Third, it allows us to plan for expected taxation of assets by exploring alternatives that will provide cash to pay these taxes.

The process of estate planning requires different areas of expertise to work together on the legal, financial, and insurance side. With this in mind, we take a team approach in our strategy, allowing several disciplines to work together in providing products, services, and guidance in making your estate plan come to life. Bryson will create a team for you based on your estate planning objectives.

First, we meet with our client to gain a clear understanding of their objectives through a comprehensive fact-finding session.

Next, we leverage the varied skills of our client’s investment management team to develop a plan based on their goals.

From there, we work with our client to prioritize each strategic step of their customized plan and begin the implementation phase.

The last, and perhaps most crucial part of the process, is monitoring the plan to make sure each life-changing event is addressed, with the plan updated accordingly.