Overview Of Our Services

As a retirement plan sponsor, you must act as a prudent expert under ERISA, and are held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues.

Most prudent plan sponsors hire a plan consultant (advisor) to assist them in adhering to ERISA’s rigorous standards, and to meet their objective of offering a best practices 401(k) plan to their employees.

At Pierce Financial Group, Inc., you will find a team of experienced retirement plan and benefit consultants.  As members of the Retirement Plan Advisory Group, we bring leading analytical tools and best practices to help improve the performance of your plan.

Our Retirement Plan Service Model encompasses four key steps.


Click the following link to see the services that Pierce Financial Group, Inc. can provide for you and your employees: Example Resources