Hatfield & Hatfield provides innovative retirement plan services. We will work with your specific requirements and recommend a plan that will maximize your retirement savings potential. We offer access to IRAs, Roth IRAs, SIMPLE IRAs, SEPs, 401(k) plans, and 403(b) plans for individuals and small businesses.
We also are available to manage all aspects of a business client's retirement plan, from plan design to investment management and employee education, to recordkeeping and reporting. This comprehensive approach allows our clients to control their costs and simplify a typically complex process with a single provider.
We have particular expertise in helping employers:
- Design a retirement plan that meets the needs of the employer and meets the employer's compliance obligations under the overlapping layers of regulations that govern such plans
- Monitor the overall costs of the plan to ensure that employers are not overpaying for their organization's retirement plan
- Provide high-quality investment education to both their employees and the plan fiduciaries about their retirement plan
Select a broad range of investment options that provides each employee the ability to develop a well-diversified portfolio.