About Peery & associates
Peery & Associates: Your Trusted Partner for Retirement Plan Consulting Services
Peery & Associates is a leading consulting firm that specializes in providing expert guidance and support to companies looking to design and implement effective retirement plans. With years of experience in the industry, our team of seasoned professionals has helped numerous clients across various sectors achieve their retirement goals.
At Peery & Associates, we understand that choosing the right retirement plan can be a daunting task. That's why we offer comprehensive consulting services tailored to meet your unique needs and requirements. Whether you're a privately-held or publicly-traded company, public entity, or nonprofit organization, we have the expertise and resources to help you make informed decisions about your retirement plan.
Our Approach
At Peery & Associates, we believe that every client deserves personalized attention and customized solutions. That's why our approach is centered around understanding your specific needs and goals before recommending any course of action. We take the time to listen carefully to your concerns and objectives so that we can provide tailored recommendations that align with your business strategy.
Our team of experts has extensive knowledge of all types of retirement plans, including 401(k), 403(b), defined benefit plans, profit-sharing plans, cash balance plans, ESOPs (Employee Stock Ownership Plans), among others. We stay up-to-date with the latest industry trends and regulations so that you don't have to worry about compliance issues or missed opportunities.
Our Services
We offer a wide range of consulting services designed to help you navigate the complex world of retirement planning with ease:
Retirement Plan Design: Our team will work closely with you to design a customized plan that meets your specific needs while maximizing tax benefits for both employers and employees.
Plan Implementation: We'll guide you through every step of the implementation process from selecting providers to communicating changes effectively with employees.
Plan Administration: Our experts will handle all aspects of plan administration including record-keeping, compliance testing, reporting requirements as well as ongoing monitoring for optimal performance.
Investment Advisory Services: We provide investment advisory services designed specifically for retirement plans ensuring proper diversification while minimizing risk exposure.
Fiduciary Support: As fiduciaries ourselves under ERISA (Employee Retirement Income Security Act), we understand how important it is for employers to fulfill their fiduciary responsibilities properly. Our team provides support in this area by offering guidance on best practices related to investment selection/monitoring as well as other fiduciary duties such as fee benchmarking/reasonableness analysis etc..
Why Choose Peery & Associates?
Choosing Peery & Associates means partnering with an experienced team dedicated solely towards helping clients achieve their financial goals through effective retirement planning strategies. Here are some reasons why our clients choose us:
Expertise - Our consultants have decades worth experience working on complex projects involving various types/sizes organizations across multiple industries giving us an edge over competitors who may lack similar depth/breadth knowledge base/expertise level required tackle these challenges head-on successfully;
Customized Solutions - Every client engagement starts by listening carefully what they need/want out their respective programs then tailoring recommendations accordingly rather than trying fit square peg into round hole;
Transparency - We believe transparency key building trust long-term relationships; therefore always upfront about fees/costs associated each service provided;
Compliance Focus - Staying compliant ever-changing regulatory environment critical success; thus focus heavily ensuring clients remain compliant avoid costly penalties/fines down road;
Client Satisfaction - Ultimately goal ensure satisfaction; therefore go extra mile exceed expectations deliver results promised time budget constraints agreed upon outset engagement.
Conclusion
In conclusion, if you're looking for expert guidance on designing an effective retirement plan tailored specifically towards meeting your unique business objectives look no further than Peery & Associates! With years worth experience working alongside organizations like yours across multiple industries coupled deep expertise knowledge base required tackle even most complex challenges head-on successfully rest assured partnering us means getting access top-notch talent capable delivering results promised time budget constraints agreed upon outset engagement!