The company said its services include evaluating defined contribution plans, and evaluating defined benefit plans and collective investment funds. According to the announcement, all of the firm’s partners meet rigorous selection criteria including rational and efficient investment options, fee transparency, no commissions, competitive pricing, and excellent customer service and industry leadership.
“Today, businesses not only want their retirement plans to be successful; they must also have complete confidence in how well their plan is designed to meet their, and participant, needs. Because we explain how to objectively evaluate investment choices as well as retirement service providers, our clients are informed and at less risk of failing to meet their fiduciary obligations. We listen carefully and customize our plans for each client and design in flexibility so plans can respond to dynamic business conditions. And when combined with Journey’s ability to educate and help employees make informed retirement plan decisions, our clients’ businesses enjoy a competitive advantage by offering an in-demand, affordable human resource benefit,” said Peggy McGillin, Principal at Journey Financial Planners, in the announcement.
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