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Retirement Plan Advisors

Businesses and organizations have a tremendous responsibility to provide their employees with a retirement plan that aims to maximize the benefit to the participants, while at the same time, working efficiently for the company as a whole. At Fragasso, we have a dedicated team who focuses exclusively on employer-sponsored retirement plans. We deliver comprehensive retirement plan services to assist plan sponsors in working towards their goals and objectives.

Our Dedicated Retirement
Team Approach

Fragasso has a team dedicated to working with businesses, organizations, foundations, and trade groups, to provide defined contribution, defined benefit, endowment and non-qualified strategies to help build and maintain effective retirement programs. Our dynamic approach includes a centralized portfolio management team, a coordinated investment strategy with one point of contact.

Employee Education
Center

Our Employee Education Center is your resource for information on a variety of topics to help you become more prepared for retirement. Please continue to check back for the latest updates and topics to better educate yourself as a retirement plan participant.

Employee Resources

How Does Compound Interest Work?

Can You Afford to Retire?

View Our Full Employee Resource Archive!

Employer and Plan Sponsor Resource Center

Starting and maintaining a company retirement plan can be challenging. Our Employer Resource Center contains relevant materials to help you as a plan sponsor, trustee or committee member, work towards retirement plan success.

Employer and Plan Sponsor Resources

Tax Benefits and Retirement Plans

Shape Up Your Retirement Plan Savings

View Our Full Employer Resource Archive!

Advisors Who Know Retirement Plans

Our Retirement Plan Advisors staff has the knowledge and experience needed to guide our retirement plan clients toward their strategic goals. Our role is to ensure you are able to focus your efforts on running your business, rather than fielding questions from employees on how to invest and worrying whether your company’s plan is structured properly.

For a no cost, no obligation consultation, contact us below

Whether you are thinking about adopting a retirement plan for your company or realize that a closer look at your current plan is prudent, Fragasso Retirement Plan Advisors can help. We can assess your situation and objectively advise you on how to meet your organizations goals and objectives at no cost or obligation.

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