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Retirement Services

Our team can provide an integrated customized approach to retirement planning strategies through our strategic relationships with many top rated providers and Third Party Administrators (TPA’s).

Our retirement services department assists our clients by providing expertise in all areas of design and implementation of retirement programs. CHFG begins this process with a thorough needs analysis followed by a rigorous vendor search, soliciting proposals and evaluating each feasible option. We then coordinate with providers to present their programs to the client. Once the presentations are complete, the CHFG’s financial professionals* help assist the client through the plan selection phase and implementation process by guiding the plan design to help meet the needs of the individual client as well as, establishing a fund offering that covers all appropriate asset classes and helps to ensure diversification1. Our team works with clients to document a formal investment policy statement, and our hands-on approach incorporates coordination of plan enrollment meetings (if required) and guidance during the initial transition and conversion periods.

Some of the plans we service are:

• Defined Contribution Plans (401-k, 403-b and 457 plans)

• Defined Benefit Plans and Section 79

• Profit Sharing Plans

To learn more about how we can help, take a look at one of our videos below or to speak with one of our valued team members, please call 800.936.1752. In addition, you can submit your question in the box to the right. 

1 Diversification does not assure a profit or guarantee against loss.

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