Let Our B2B Team Review Your Workplace Retirement Plan

If you are a business owner, you owe it to yourself and your employees to regularly review your workplace retirement plan to make sure that it fits the needs of your company.

We’ve found that it’s common for small and medium-sized employers to take a “set it and forget it” approach to their retirement plans. The retirement plan typically is established when the company is young and has relatively few employees. Over the years, the company grows and changes but the plan remains the same. If your plan is outdated or not suitable for your business, it’s probably inefficient, expensive and has limited options.

“Our Bradway Business to Business team will evaluate your workplace retirement plan and then recommend changes that may reduce costs, provide wider investment choices and improve the benefits the plan provides to the business and its employees,” said Howard P. Berkowitz, Bradway’s vice president of private investment, who is spearheading Bradway Business to Business.

“Our B2B priority is providing small and midsize businesses with something many currently lack: Workplace retirement plans that meet their unique needs,” Berkowitz said.

To learn more about Bradway Business to Business, or to schedule an appointment, contact Howard via email or by phone at 800-725-1622, ext. 10.