CORPORATE RETIREMENT PLANS

401K AND PENSION PLAN SERVICES

Our retirement plan consulting process will help you develop, implement and maintain a successful retirement plan. Our services are highly customized and tailored to the specific objectives and policy requirements of your Plan. As Fiduciaries to your plan we will guide you through all the aspects of plan management. 

 

We bring the experience and qualifications necessary to assist you in developing and maintaining a retirement plan that meets the unique needs of your business and your employees. Our dedication to the highest fiduciary standards will provide you with the confidence to know that your interests and those of your plan participants always come first.

Are you meeting all your responsibilities 

as a retirement plan fiduciary?

CONTACT US TODAY TO FIND OUT

401K PLANS

We work with you to construct a retirement plan designed to achieve the goals of your business and your employees. Depending on your needs, we have the ability to work with you in the capacity of an independent plan consultant or as a plan fiduciary. Because we are independent we are able to provide you with unbiased access to the nation’s leading 401(k) and corporate retirement plan providers.

RETIREMENT PLAN CONSULTING

Our knowledge covers all aspects of plan operations, including changing service providers, updating and monitoring investments, vendor service benchmarking, fee analysis, monitoring the plan’s overall health and developing employee communications. We will work with your retirement plan committee to develop and maintain your plan's investment strategy, which is documented through a formal investment policy statement. We help you establish and maintain the highest fiduciary standards with services including:

  • ​Investment Policy Statement Development and Monitoring

  • Quarterly Investment Review and Recommendations

  • Regular Trustee Meetings to Review Plan Objectives

  • Participant Education and Enrollment 

PLAN FIDUCIARY SERVICES

As Fiduciary Advisors and Accredited Investment Fiduciaries® (AIF®), we are experienced and trained to be able to implement policies and procedures that meet a defined standard of care for company sponsored retirement plans. Our comprehensive retirement plan services include the following:

  • Investment Policy Statement Development and Review

  • Regular Plan and Investment Policy Statement Review

  • Investment Selection and Monitoring

  • Fiduciary Oversight and Monitoring

  • Regular Plan Sponsor Meetings

  • Plan Vendor Searches

  • Plan Fee and Service Benchmarking

EMPLOYEE EDUCATION

To help your employees understand the plan benefits and how to navigate their investment options, we provide ongoing education and information. We help you draft employee communications materials to keep your employees current on the plan as well as conduct on-site enrollment meetings, investment education meetings, and topical seminars. Your employees also have the opportunity to meet with us at our offices to discuss their retirement accounts. We work with you to create the most appropriate program for your company's particular needs and employee population which may include:

  • Custom financial wellness programs

  • Pre-enrollment Communications

  • On-Line Investment and Financial Planning Tools

  • Investment Allocation Insight, Education, and Advice

  • Optional Investment Seminars and Workshops

  • Group and One-On-One Enrollment Meetings

 

DO YOU HAVE A SOLID

FINANCIAL PLAN IN PLACE?

CONTACT US TODAY TO FIND OUT.

DEFINED BENEFIT PLANS

From understanding your goals and circumstances to creating and monitoring your portfolio. We work with you, helping you manage your investments at every life stage. Our six-step investment process is a disciplined means for helping you navigate changing markets. The process is backed by research that is designed to help ensure your portfolio adapts to changing market conditions, with the goal of keeping you on course.

  • ​Is your investment portfolio diversified using non-correlated assets to reduce volatility?

  • Is your current portfolio customized to meet your unique needs and goals?

  • Are you confident that your portfolio is being managed in your best interest?

  • Is your current investment advisor working with you under the Fiduciary Standard?

 

IS YOUR PORTFOLIO CUSTOMIZED TO MEET YOUR

UNIQUE NEEDS AND OBJECTIVES?

CASH MANAGEMENT

Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably

  • Is your insurance positioned as an asset class and integrated with your financial plan?

  • Have you reviewed your insurance policies within the past 3 years?

  • Are you confident that your current policies will allow your family to sustain their standard of living?

  • When was the last time you reviewed the beneficiaries on your policies?

 

Check the background of your financial professional on FINRA's BrokerCheck.

Invictus Asset Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Invictus Asset Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Invictus Asset Management unless a client service agreement is in place.

Phone: (805) 635-7695

Fax: (805) 635-7696

30200 Agoura Road. Suite 230

Agoura hills, ca 91301

contact@invictusadvisor.com