Retirement Planning

CFO, Inc. provides its clients with exceptional 401(k) Retirement Planning service including on-site group employee education on investments and updates on the market, along with one-on-one financial consultation for employees. As an employer is the fiduciary of a company's retirement plan, you have the responsibility to monitor the investment options in the plan and to make changes if the investments are no longer appropriate.

We can provide you with the comprehensive support and tools needed to help you comply with ERISA 404c requirements. Through our partnership with John Hancock Insurance and Financial Services, we offer the following plan features.

• Most competitive and flexible investment platform in the industry
• Over 80 carefully selected investment funds available to your employees; many other plans
  only offer 20 or less investment options
• On-site educational seminars on market updates, related tax strategies, and other common financial issues
• One-on-one financial consultation covering: investment strategy, estate planning, college education saving, tax planning, and more
• On going monitoring, review, and communication of employees’ 401(k) investment portfolio