Retirement Plans
As a Professional Plan Consultant, Dave Hoshour provides the following critical services:
The CIS Advantage – Plan Sponsors
CIS is probably unlike any plan advisor you have worked with.
The CIS Advantage – Participants
CIS believes in helping every participant learn how to become financially independent by retirement and assist in making that a reality.
The CIS Advantage – Plan Sponsors
Plan Design – Stays up to date with your company and legal changes.
Process – Optimal, effective, compliant plan oversight.
Advanced Fund Monitoring – In depth and pro-active, emphasizes consistent high performance, and culls underperforming options.
Individual Participant Meetings – Help participants actually achieve their goals.
Easy to Understand Investment Options – No more glazed eyes with participants or dart board selections.
High Quality, Easy to Read Monitoring Reports – Transparent, effective and don’t waste your time
Sponsor Education – Become a better, more informed plan sponsor.
Cost benchmarking – Required by DOL.
Low Costs – Your plan will be better than average in total costs and fees will be transparent and fully disclosed.
The CIS Advantage – Participants
Individual Participant Meetings – Helping you know if you are on track for retirement, how to get there, and stay there.
Easy to Understand Investment Options – No more glazed eyes with participants or dart board selections. In addition to individual funds, you will have five professionally managed models where all you do is pick the one that matches your desired risk level. You’re done.
No-Cost Financial Counseling – You may need help in getting personal finances in order. That is a free plan benefit to you.
Strategies – Comfortably get from where you are to where you need to be.