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Employer-Sponsored Qualified Retirement Plans

Expert Retirement Planning for Your Business

Due to Brooks Financial Group’s unique position in the retirement planning marketplace, we provide employers the ability to offer comprehensive turnkey retirement solutions with total flexibility and control.

Our process is built around plan design, this allows us to provide each business we work with a retirement plan that is customized to their Matters of Importance. The product manufacturers we evaluate as part of this process are retained to provide the funding mechanism resources, integrated technology, and full time service to support the retirement plan design created by Brooks Financial Group on behalf of the relationships we serve.

Each plan component is carefully considered when Brooks Financial Group provides a recommendation to your enterprise. Our commitment is simple: In each and every situation, we find the solution that provides you with the best options to complement their stated Matters of Importance and plan goals.

Plan Level Components

When you work with Brooks Financial Group, you can expect the following:

  • Customization and Selection of Qualified Plans
  • 401(k), 403(b), 457, SIMPLE IRA, SEP, NQ Deferred Compensation, etc.
  • Complete Plan Administration with a Third Party Administrator
  • Negotiated Plan Pricing
  • Fiduciary Responsibility Guidance
  • Fund Level Due Diligence and Monitoring
  • Online Plan Management
  • Dedicated Account Executive
  • Annual Plan Review and Audit

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