Business Retirement Plan Solutions
JFS Wealth Advisors retirement plans offer
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highly trained professionals
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strategic alliances
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local service
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employee education
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premium investment choices
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competitive pricing
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plan document, compliance testing, processing, Form 5500 preparation
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ERISA compliance
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You and your employees want to be treated as individuals. We offer you the same high-quality financial services as we do to individuals and their families. Through top quality education, a multitude of resources, and broad flexibility, your employees will be empowered to achieve wealth and manage decisions on their own terms. |
You and JFS Wealth Advisors share the fiduciary responsbility of overseeing the investment management process. We assist you in screening and reviewing money managers and selecting those that best fit your needs. We work diligently with you to provide initial and ongoing education on the standards applicable to the management of your assets. |
