EGSI Financial Group is an independently owned investment and consulting firm specializing in retirement plan advisory services for corporations and small businesses as well as wealth advisory services to business owners, executives, and other individuals in order to provide our clients with what we believe to be the best options available.
At EGSI Financial, we offer you the following 401(k) services:
- Fiduciary Protection
- Investment Reporting and Monitoring
- Employee Education & Planning
- Provider Services & Benchmarking
We help protect fiduciaries from personal and corporate liability while maintaining plan compliance through our proven due-diligence processes.
- Investment Policy Statement
- 404(A) & 404(C) Guidance/Compliance
- Fiduciary Plan Review
- Plan Effectiveness
- 3(21) and 3(38) Fiduciary Protection
Investment Reporting and Monitoring
We enhance investment opportunities through dedicated and ongoing investment analysis utilizing quantitative and qualitative metrics.
- Investment Reports
- Scorecard Fund Ranking
- Asset Allocation
- Quarterly Summary
Employee Education & Planning
Our education and advice services allow employees to make informed and rational decisions that help them attain retirement objectives.
- Education Review
- One-on-One Individual Meetings
- Retirement Needs Analysis
- Gap Analysis
- Free Financial Plan for Participants
Provider Service & Benchmarking
We continually review your service providers to ensure your costs are appropriate through detailed cost analysis and benchmarking and will change service providers when in your best interest.
- Total Cost Analysis
- Service Comparison
- Investment Ranking
- Review / Negotiation