401(k)

Choosing the right pension product can be tough. After all, making plans for your financial security in the future is important. As pension advisors we offer advice to current customers and people who are looking to set up a pension for the first time. We provide advice and guidance to companies that are looking to set up a pension scheme for their employees. A number of different variables affect what sort of pension customers should set up, i.e. how much they earn, their age and their outgoings. Therefore, pensions advisors need to have a thorough knowledge of the pensions industry and an understanding of customer investment and tax implications.

- Overseeing the administration of pension schemes;
- Providing regular reports to pension managers and trustees;
- Keeping clients regularly updated about their pensions and investment products;
- Researching the financial market for suitable products and investment funds;
- Calculating value
- Calculating performance of funds
- Sourcing appropriate investment funds and designing pension and benefits packages to meet the needs of client companies
- Keeping up to date with developments in and changes to pensions legislation;

Prioritizes customer services and maximimizes tax and retirement benefits for business owners and employees. Counsels businesses and professionals in customizable investment plans. Coorinates effectively with cross financial and administrative teams to attian goels. Reputed for honestly, dependability and accessibility

Parkwood Associates

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