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I don't want my clients frustrated by limiting options for their company plans.

Retirement Plan Support

RETIREMENT PLAN SUPPORT

Cutter & Company is committed to helping our Financial Advisors succeed in the highly competitive, yet rapidly growing retirement sector. Let us help you offer your business clients plan alternatives and support when creating and implementing retirement plans for their organization. Services offered include:

  • Qualified Plans, such as Profit Sharing, 401(k) and Defined Benefit Plans
  • Access to a significant number of mutual fund families, with access to stable value accounts
  • Sample retirement plan illustrations
  • Plan evaluation, including plan design and possible plan redesign
  • Plan conversion coordination
  • Recordkeeping and administration via third party administrators