What are the goals for your 401(k) plan? To help increase employee retention? To improve your plan investment options & returns? What about reducing the time maintaining and operating your plan?
If your plan is falling short of its goals—or if you’re not sure what your plan goals should be—ask First National for an introduction to the experts at ClearPoint Financial.
ClearPoint Financial is an independent retirement plan consulting group. As a full-service company, ClearPoint’s goals are to help you clearly define plan objectives, obtain full fee disclosure, maintain fiduciary due diligence, design and execute employee education and communication programs, and provide direct accountability to ensure your organizational goals are met.
After consideration of multiple vendor solutions and a thorough due diligence evaluation, First National selected ClearPoint Financial as the bank’s own 401(k) plan consultant. Now, we’d like to create an opportunity for your Alaska business to consult with these uniquely qualified experts. For help with a 401(k) plan or other retirement plan solution, contact a First National loan officer, or call 777-4FNB (4362).
Securities recommended or acquired in any fiduciary account are not FDIC insured, and may invoke investment risk, including possible loss of capital. Such securities are not obligations of First National Bank and are not guaranteed by First National Bank.
Photo caption: The ClearPoint Financial team (back row, left to right) Mike Brown, Paul Grutzner, Daphne Smith; (front row, left to right) Sarah Keibler, Jackie Ott, Ker Bacchus.
This bi-monthly newsletter is sent to Alaska business owners, managers and community leaders.
The articles and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest you consult your attorney, accountant, financial or tax adviser with regard to your individual situation. Entire publication. For publication information, call (907) 777-3409.