The future of your retirement plan is two fold, both outcome based:

For the plan sponsor, the plan must be compliant, perform and have measurable results that are built around a structure that promotes proper fiduciary management. All of our clients utilize the Fiduciary Investment Review™  This ongoing process provides a time tested model that allows clients to focus on what they know best, their business. We have the ability to partner with our clients as co-fiduciary.

For the retirement plan participants, the plan must support, perform and deliver the needed education and guidance to make retirement goals become reality. All of our clients have the tools at hand to have an understanding of their individual situations and the results needed to achieve their goals.  Plan education and responsiveness leads to better participants outcomes.

We employ a highly qualified team solely focused on providing companies and organizations with qualified retirement plan consulting and services for developing and maintaining the following types of plans:

• 401(k)
• 403(b)
• 457
• Profit Sharing
• Defined Benefit (Large, Underfunded plan specialists)
• Cash Balance Plans

From design and enrollment to ongoing plan and participant services, eXcel brings a wealth of knowledge and creativity to a marketplace that is traditionally served by generalists.

As you know, one size or type of retirement plan doesn’t fit all companies. That’s why we employ a hands-on, service-oriented approach to developing and maintaining a plan that works specifically for you and your organization.

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.