Employee Sponsored Retirement Plan Consulting

Employees routinely underfund their retirement programs. Many don’t understand what’s available to them or don’t take the time to understand how plans such as their 401(k) work and are funded.

Service providers are not always forthright with advice. And perhaps your retirement plan committee doesn’t have the expertise or staffing to counsel in this area.

Look to us

We partner with industry experts to fill this gap by providing:

  • acceptance of fiduciary responsibility
  • fee transparency
  • high-quality investment advice for plan participants
  • proactive plan oversight and compliance support

For plan committees, we offer:

  • fee review and negotiation
  • independent cost-benefit analysis
  • advocacy with plan providers

When you and your staff need retirement planning advice, turn to a company who has been looking out for clients’ futures for over 160 years.

H.M. Payson.

Portland: 207.772.3761
Damariscotta: 207.563.1854
Established 1854
An Integrated Financial Advisor