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Hammond Capital Management, Ltd.

Qualified Retirement Planning for Businesses

Qualified Retirement Planning for Businesses

Selecting a provider for your qualified retirement plan is one the most important decisions you can make for your organization.  It’s a choice that has implications for your company and the long-term financial plans for your employees.

At Hammond Capital we provide an analysis of your current plan on items such as:

  • Fee Transparency â€“ Do you really know how much you are paying in fees?

  • Investment Selection â€“ Do you own proprietary funds in the plan?

  • Allocation of Plan Costs â€“ Does every investment option provide the same revenue going towards plan costs?

  • Fund Share Class Selection â€“ Has the plan sponsor (the employer) made the investment options with the most efficient shares classes available?

  • Employee Education â€“ Do you have on going education for all employees?

  • Do you, as the business owner, know and understand your fiduciary responsibility? â€“ Are you in compliance with Department of Labor (DOL)?

We are here to partner with you on all of these responsibilities.  It is a fact that the business owner is responsible to know these issues of your plan and it would be great to have access to a firm that will stand by you along the way.

We offer the following retirement accounts: IRA, Roth IRA, SEP-IRA, SIMPLE IRA, 401(k)

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Check the background of this financial professional on FINRA's BrokerCheck