Retirement Solutions

Client 1^st Financial provides quality guidance in retirement planning for our business clients. We focus on the following: Participant Retirement Preparedness; Data Gathering; Plan Design; Vendor Selection; Plan Review; and, on-going Employee Education Programs.

We take an “agnostic” approach to retirement plan development for each of our clients, not believing that “one size fits all.” Instead, we utilize a “Plug and Play” model. Within this system, all entities work together to provide our business clients with the highest level of quality and service in their employer-sponsored retirement plan. This approach helps to ensure a custom-fit, participant centered program for each and every client.

At Client 1^st Financial we also take an agnostic approach to the providers we draw from to serve our clients’ needs. There are no preconceived notions…nor are there predetermined providers to choose from. We look at every client situation with a fresh eye, allowing our clients to choose the programs that precisely fit their needs. Following are just some of the providers whose products we represent. 

Retirement Preparedness

At Client 1^st Financial, our focus is on the ultimate goal of increasing participation in the retirement plan for your business. Our on-going employee education programs result in high levels of retirement preparedness for your employees.

Plan Design & Benchmarking
Through a creative approach of comparing industry data and focusing on preferred groups, we help to design plans for our clients that are highly effective. And highly competitive.

Vendor Selection
We investigate and consider a wide variety of product solutions for our clients, rather than relying on one proprietary product. We compare and contrast their offerings. We help to identify the right service provider for our clients through a consultative process. Plus, we regularly review fees and expenses paid by participants, to help assure the most competitive pricing.

Investment Review & Oversight
Through such tools as market updates, benchmarking and performance reviews, and sample investment policy statements, Client 1st Financial delivers the data, resources, and insights that plan sponsors need to fulfill their fiduciary responsibilities in constructing and maintaining an effective investment process and policy.

Personalized Financial Security Needs Analysis
Client 1^st Financial takes a one-on-one approach with you and your employees. Our comprehensive Needs Analysis helps plan participants to identify their needs today—and into the future. We focus on their financial security, which includes both investment and risk-based solutions.

On-Going Employee Education
The Employee Education program offered by Client 1^st Financial is perhaps the most comprehensive and complete of its kind. This on-going program will prove to be an invaluable asset to both the employees and the company itself.

Annual Education & Plan Support Calendar