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RETIREMENT PLAN Services

The Plan Partner Solution™

Horizon's Retirement Plan Services division partners with you to provide a seamless service system from plan design through implementation. We call this process The PlanPartner Solution™.

Plan Partner Solution from Horizon Wealth Management on Vimeo.

 

Click the image below to view our complete process to see how we can help service your company's retirement plan.

Designed to work with virtually any platform, The PlanPartner Solution™ is our process approach to managing the needs of corporate retirement plans. Each step in The PlanPartner Solution™ addresses critical issues faced by plan sponsors and fiduciaries. It is designed to educate you on the key issues, identify your plan's particular needs, help you document your decision, and create a clear course of action for the ongoing management of your plan. Following our proprietary service system keeps your plan up to date, your participants well informed, and can help you manage your fiduciary liability. All of that adds up to an organized and confident retirement plan experience. 

Our retirement plan services are available in two ways:

  • Consulting Engagement: Fee-based consulting for one-time or periodic plan review, analysis and recommendations that does not include moving your plan's assets or changing service providers.
  • Ongoing Service Engagement: Fully implementing each step of our PlanPartner Solution™, we act as your retirement plan advisor and are responsible for executing our ongoing service system for you and your employees. Here we become the registered representative and liaison for your plan, working directly with the top retirement plan platforms available in the industry. 

In a world where, inexplicably, some plan sponsors have not seen or heard from their advisor or representative in years, our proactive support system provides for continual dialogue and feedback. Why not leverage our experience, knowledge, and industry resources to help implement and manage a company benefit that is worth talking about? You can feel more confident that you are making the right retirement plan decisions for your company and your employees.

For more information on how we can add value by implementing The PlanPartner Solution™ at your company contact us by email planpartner@horizonfg.com or phone (225) 612-3820.

 


Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC.
Cetera is under separate ownership from any other named entity.

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Investment products and services from this representative(s) available only to residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE*, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN**, TX, VA, VT, WA, WI. Insurance products and services from this representative(s) available only to residents of AZ, CA, CO, DC, FL, IL, IN, LA, MA, MD, MI, NC, OH, SC, TN, TX, WI.

Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds, and through service fees (12-b-1) for mutual fund transactions.
Fees, charges and expenses are detailed in Multi-Financial's ADV II Schedule H.