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Retirement Planning

We provide comprehensive consulting services for employer-sponsored retirement plans.

Plan Design
Plan Design

Investments
Investments

Compliance
Compliance

Communication
Communication

Plan Design
  • Customized Plan Document
  • Strong Institutional Partnerships
  • Mergers & Acquisitions Support
  • Ongoing Support of Plan Operations

Investments
  • Investment Array Construction
  • Co-Fiduciary Responsibility
  • Daily Fund Monitoring and Oversight
  • Fee Transparency

Compliance
  • Comprehensive Plan Reviews
  • Coordination of ERISA Compliance
  • Proactive Non-Discrimination Analysis
  • Comprehensive IRS Form Deadline Monitoring
  • Large Plan Audit Support

Communication

  • Employee Education
  • Enrollment Meetings
  • Customized Communication Materials
  • Dedicated Participant Service
  • Individual Retirement Planning Sessions

Vita

900 North Shoreline Boulevard
Mountain View, CA  94043
(650) 966-1492

 

Privacy Policy  | Insurance offered through Vita Insurance Associates, Inc. (CA License #058115)
Check the background of your financial professional on FINRA'S BROKERCHECK
Investment advisory services offered through Liberty Wealth Management LLC, a registered investment advisor with the SEC. Securities offered through Liberty Group, LLC, Member FINRA, SIPC. For additional information on lwm or your investment advisor representative, please visit the following website: www.adviserinfo.sec.gov.

Solutions

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Retirement
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Resources

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Questions? Contact Vita
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