© 2017 by Pension Point Retirement Advisors, Inc.

Darrin M Conrad is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, NV, AK, AZ, KS, NM, TX, UT, WA, HI, ID, NC, OR, PA

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Pension Point Retirement Advisors, Inc.
121 Rue de Yoe, Suite B
Modesto, CA  95354
209-408-8646
info@pensionpointra.com

Retirement Plan Services

 

Fiduciary Guidance

Fiduciary is the new “F” word in the retirement plan universe. Don’t let these new regulations scare you. Pension Point will help you:

  1. Understand your responsibility as a fiduciary

  2. Identify and Train all fiduciaries in your organization

  3. Develop a process to evaluate responsibilities

  4. Decide which responsibilities to retain and which to outsource

  5. Develop a process to manage the retained responsibilities (Investment Policy Statement)

Plan Benchmarking &

Vendor Analysis

At Pension Point we help our plan sponsors properly benchmark their plans every 3-5 years in accordance with DOL best practices.  Additionally, we help our clients through the process of vendor selection and monitoring.

 
 

Investment Advisory Services

At Pension Point we help business owners select appropriate funds to put into their plans, monitor those funds ongoing, and determine if or when to replace investment managers. We use our proprietary monitoring system to monitor plan investments and recommend changes in the plan as necessary.

Participant Experience

At the heart of all of this lies the participant.  Our hands on approach gives your employee the care and attention they deserve.  From one-on-one employee meetings to risk analysis software to pinpoint tolerance, Pension Point creates an environment where participants thrive.