Retirement

Pension, 401(k), Retirement Plans
Retirement plans represent a significant aspect of Benefit Sources & Solutions’ investment management practice. We handle every aspect of plan implementation and management utilizing the latest technology. For individuals, we consider the assets held within their qualified as well as non-qualified accounts.

Regulatory Reporting
Our firm utilizes leading-edge portfolio management software to generate detailed reports for both performance and regulatory / IRS / DOL reporting. Performance reports are provided quarterly and tax reports are provided annually. Additional reports can be made available upon request.

Fee-Only Compensation
Benefit Sources & Solutions is compensated by investment management fees, based on a percentage of account assets. We do not earn commissions for buying or selling investments. Our clients prefer this method of compensation because it keeps our interests aligned with those of our clients. It encourages us to remain focused on investment performance, tax avoidance, risk management, and expense control rather than upon the generation of trading volume or new sales.