Retirement Plan Services
At Oswald Financial, Inc. (OFI) Retirement Plan Services we specialize in the design, implementation and ongoing management of qualified and non-qualified retirement plans to fulfill a specific set of objectives set by our clients. With our team of dedicated retirement plan specialists, we are uniquely positioned to provide the highest levels of service and consultation for plan sponsors and their employees. We are committed to assisting our clients in evaluating existing plans, presenting alternatives, and implementing the solutions.
What sets us apart from our competitors is our progressive view of the retirement plan industry and the effective retirement plan solutions we provide to our clients. In addition, we are different than many retirement plan consultants because we are not captive to any service provider. This enables us to use our thorough due diligence analysis to research the entire plan provider universe to bring you the one provider that is best positioned to meet your specific needs.
If your organization already has an existing plan, or is considering starting a new plan, our team of professionals can work with you to find the right plan to suit the goals of your business and your employees. Our comprehensive services include:
- Benchmarking of Retirement Plans
- Vendor Selection
- Investment Policy Development
- Asset Allocation Modeling
- Investment Monitoring (Performance Measurement & Evaluation)
- Retirement Plan Comprehensive Reviews
- Manager Research and Selection
- Qualified and Non-Qualified Retirement Plan Consulting
- Employee Education Assistance
Securities and investment advisory services offered through Girard Securities, Inc.,
a Registered Broker/Dealer, member NASD/SIPC and a Registered Investment Advisor.