Creative Planning

A Company Retirement Plan can be one of the most powerful programs in an employer’s benefits package as the account will generally become the employee’s primary source of income for the duration of their Golden Years.  The decisions we make earlier in our careers are amplified throughout the power of compounding interest so we want to make sure we are carefully planning for a successful outcome.  Likewise, the decisions the employer makes when it comes to properly structuring and monitoring the retirement benefit over time will impact the employees’ accounts so we want to make sure the committee has the knowledge they need to offer the strongest retirement plan possible.

Creative Planning serves as a fiduciary to our clients’ retirement plans.  This means that we are aligned with the interests of the committee and the plan participants as we share in the liability of properly running a 401(k), Defined Benefit, or Executive Compensation Plan.  Mark Deters has been advising in the retirement plan industry for approximately 20 years.  He spends most of his time helping plan sponsors understand the nuances of the various retirement plan structures, fiduciary best practices, vendor searches, participant education, and the investment selection process.  It is through this education process that most employers are empowered to make the changes necessary to keep their retirement benefits at the lead of the industry.  Our goal is to make every employee feel secure in their retirement strategy and protect the plan’s management committee in the process.

As an ALA Member, we offer a complimentary benchmarking of your firm’s retirement plan.  There is no cost to receive a copy of this report as our goal is to give you a few new ideas to enhance the program (the report can also be uploaded to your ERISA file to show that your team is performing your fiduciary duty of updating the program in the best interests of the participants).  As always, please let us know what we can be doing can help!

Company Name / Website: Creative Planning
Industry: Finance
Contact Name: Mark Deters, Managing Director
Email: [email protected]
Phone: (212) 540-5563
Address: 185 Avenue of the Americas, Suite 210, New York, NY 1036