Retirement & 401K planning for Individuals
- To form a clearly defined investment policy statement and
- Develop a methodical investment process.
Qualified Retirement / Company Retirement Plans
Do you make the decisions for your company's retirement plan? If so, you are a Plan Sponsor. At HNP Capital we work toward the protection of Fiduciary's & Trustees on the retirement plans that we oversee. We have adopted both internal and external resources from industry leaders to provide a process that is designed specifically for ERISA plans. We work with plan sponsors to stay compliant with current ERISA guidelines.
A few examples are:
- Clearly defined Investment Policy Statement
- Methodical investment process
- Ongoing investment monitoring
- Formal Trustee/Retirement Plan Committee meetings
- Documentation with detailed meeting minutes
Through this disciplined process, HNP Capital can partner with you as a Fiduciary for any type of plan that you may have.
- Has your employer selected HNP Capital to support your retirement? Click here for more information.
- Looking for Management of Your Old 401K?