CORPORATE RETIREMENT PLANS

Having advised corporate retirement plans since the mid-1980s, Steve Ennis and The Ennis Company has the knowledge and experience to help retirement plan sponsors prudently navigate your complex fiduciary responsibilities. We are independent and objective as we recommend record keepers, third party administrators, and investment managers. We collaborate with your administrator, record keeper, and advisors to help create an optimally designed retirement plan for your company to recruit, retain and reward your employees.

Perhaps most importantly, The Ennis Company will design and implement a plan to effectively communicate your company retirement plan and your goals to the participants. Effective communication and adherence to fiduciary practices help protect yourself from a fiduciary standpoint and ultimately provide a better experience for your employees.

The following are several services that we provide as part of our initial review of your plan and ongoing service:

 

  • Investment Policy Statement Assistance

  • Ongoing Investment Recommendations

  • Ongoing Investment Monitoring

  • Qualified Default Investment Alternative Assistance

  • Performance Reports

  • Service Provider Liaison

  • Participant Enrollment

  • Participant Education

  • Plan Search Support/Vendor Analysis

  • Benchmarking Services

  • Assistance Identifying Plan Fees

3298 Summit Blvd., Suite 27

Pensacola, FL 32503       

steve@theennisco.com   |   850-432-1800

Check the background of your financial professional on FINRA's BrokerCheck.  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA  /  SIPC
 

Registered for Securities in the following states: AL, AR, AZ, CO, FL, GA, IL, IN, LA, MA, MD, ME, MN, MS, NC, NJ, NY, OH, PA, SC, TX, VA


Registered as IAR in the following states: FL, TX

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