CORPORATE RETIREMENT PLANS

GA is committed to helping you provide retirement benefits for yourself and your employees in the most efficient and economical way possible. Setting up a retirement plan can help business owners secure their futures, and workplace retirement plans may also be the primary way their employees can help secure theirs. In terms of recruiting and retention, employees are more likely to join and stay at businesses with great benefits, including retirement plans.

Our first objective is to fully comprehend your business so that we can recommend the retirement plan that best matches your needs. We can help you select and implement:

  • Pensions
  • Profit-sharing
  • 401(k) plans
  • Deferred compensation
  • Supplemental retirement plans and more

As an investment manager of corporate retirement plan, GA provides:

  • Assessment of the business or institution’s current investment position
  • Portfolio design and development
  • Implementation of the investment policy, including money manager structure, fee negotiations, and coordination of custody and brokerage services
  • Monitoring and supervision of the investment process
  • Rebalancing and modification of the portfolio as necessary