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Services for Business Retirement Plans

Since 1989, Larry has been evaluating, selling and advising on 401(k) plans. He offers many different investment platforms and retains local third party administrators for recordkeeping and consultative services.

Proper 401(k) planning is similar to personal planning because employers may have differing agendas for their company retirement plans. Discovering which issues are most important to an employer is paramount before establishing an appropriate plan to meet those needs. Another critical component of 401(k) plans is that the plan's trustees must understand their fiduciary responsibilities.

As an Accredited Investment Fiduciary®, Larry helps the trustees for each client's plan understand their role as investment stewards. He provides support and continuing education both for the plan's trustees and also for employees. As an experienced financial advisor, the greatest service Larry provides to his clients is his complete independence. He is not tied to any proprietary funds or other investment products. As a result, his analysis and recommendations are 100% unbiased and trustworthy.

For more information about Larry Gordon's designation as an Accredited Investment Fiduciary® and how he can help your plan's trustees fulfil their fiduciary responsibilities, please refer to the link below.

Benefits of Choosing an AIF Designee

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