Benefits
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Corporate Benefit Services
Retirement funding has become a front-burner issue for your employees now. Even though your company has established a great 401(k) plan, your employees are not participating at a level you would like. Being
the employer, you are forbidden to give investment advice to your
employees, but if your employees knew they could get better results
from investing in their 401(k), perhaps they would put more money into
their retirement fund. Pariveda, Inc.,
helping 401(k) clients get better returns on their retirement money,
works with companies like yours to get better results from your 401(K)
plan.
Reduce Your Risk By Sharing Fiduciary Responsibility with Pariveda
Being a registered investment advisor, Pariveda carries fiduciary insurance for advising investment clients. By working with Pariveda regarding a corporate sponsorship, your company can reduce its fiduciary liability. Pariveda will take ownership for advising your employees on where to invest their money in their 401(k) account.
Can You Get More Employees To Join Your 401(k) Plan?
One reason why more employees do not participate in or contribute more to their 401(K) plan is a lack of solid financial advice. When
your company engages in a Corporate Sponsorship with Pariveda, we will
initiate a process to follow your company’s 401(k) plan. We
will initiate quarterly recommendations, create model portfolios
(conservative, moderate, and aggressive), develop quarterly performance
graphs, and publish market outlook commentary. Remember, there is no administrative charge to your company. And this advice is free for all your employees -- they do not need to become an active client to get this advice.
Track Employee Contribution Levels & Performance
By
being a Corporate Sponsor, Pariveda will publish periodic reports
regarding the status of your employees who are under active management.
We Are Accountable For Our Advice
Pariveda
has an “open” policy where we show potential investors what our
strategies are, how we invest, and how to evaluate our performance
against the financial benchmark. We are accountable for helping your employees grow their retirement wealth. This is our way of doing business.
Pariveda,
Inc. is a privately held, fee-only Registered Investment Advisor
serving the wealth management needs of individuals and corporate
clients across the
If
you would like to get more information or would like to see if Pariveda
could manage your wealth, please call (888)-688-5780 or email
