Workplace Retirement Solutions | One2One Wealth Strategies

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Our goal for you is no more late nights worrying about your workplace retirement plan.

Learn more:

Do you know what revenue-sharing is and if it exists in your plan

Did you hire a fiduciary or a broker for your 401(K)

Am I the Employee Fiduciary to my plan

Is it time to transform your target-date offering

What is my Fiduciary responsibility as a plan sponsor

Workplace Financial wellness, do you offer it

Understanding Your Business NEEDS

WORKPLACE RETIREMENT SOLUTIONS.

At One2One Wealth Strategies, we know every company has specific priorities and objectives for its retirement plan. But some concerns are universal. Such as, you don’t have a lot of time to think about—much less manage—your retirement benefit plan. You don’t know all the legalities behind being “a plan sponsor” by offering a retirement plan to employees, or how regulatory authorities view your responsibilities. You don’t know how much it really costs, or whether or not the underlying investments offered are really sound or managed well.

That’s where we come in. We have a team committed to helping you provide retirement benefits for yourself and your employees in the most efficient and economical way possible. We know that every plan needs to be properly structured and clearly focused on specific outcomes. We take a “team” approach to pursue desired results, educate and deliver professional advice, keep abreast of today’s changing economic and legislative environment, and provide ongoing plan monitoring and service.

How FIT Is Your 401(k) Plan?

EMPLOYER’S ROLE AS A FIDUCIARY IS IMPORTANT. WE’RE HERE TO HELP.

As an employer your fiduciary duties are continuously evolving. One2One Wealth Strategies offers guidance and materials that can help navigate the ever-changing fiduciary challenges presented to workplace retirement plan sponsors. To help you meet these challenges, our fiduciary guide, fiduciary checklist, along with other materials, provide high-quality education that reflects the latest thinking in this area.

Your Fiduciary CHECKLIST

ASSESSING THE RISKS EMPLOYERS FACE AS A FIDUCIARY.

There are risks involved with offering an employee retirement plan. At One2One Wealth Strategies, we know that knowledge is power, and hiring the right experienced and qualified team members is key to mitigating risk. Unless you put the right team in place, you will be 100% responsible for every part of your retirement plan from the investments chosen, to the record-keeping, to the auditing.

We’ve developed a process to help make you aware of the risks and arm you with knowledge. The One2One Wealth Strategies team exists to help employers meet their fiduciary responsibilities in an easy-to-manage way. We go through an extensive checklist to help ensure that your fiduciary risk is spread among qualified parties.

One2One Wealth Strategies Fiduciary Merit

FIDUCIARY SAFEGUARDS
In order to provide you with the fiduciary safeguards you need to support your workplace retirement plan goals, One2One Wealth Strategies delivers independent and innovative fiduciary services to employers. Powered by an experienced team, we can help put your complete fiduciary team in place, and provide investment management advice on selection, monitoring and reporting. With today’s regulatory environment trending more sharply than ever toward increased fiduciary scrutiny and accountability, it has never been more important to address your retirement plan. Let us guide you through the ever-increasing complexities of the retirement plan business landscape.
STANDARD OF CARE
At One2One Wealth Strategies, we are fiduciaries as that term is defined in the amendments made to the ERISA Act of 1974. A One2One Wealth Strategies wealth advisor is committed to the highest standard of care for you, your organization and your plan participants. As your central point of contact, your wealth advisor acts as your quarterback to ensure all moving pieces and involved parties are aligned.

We bring the resources, education, alliances and consulting services that your firm needs to service participant-directed retirement plans. This includes 401(k), 403(b), 457(b), 457(f), 401(a), ESOP, cash balance, nonqualified deferred compensation and other executive benefit plans. Our retirement plan roadmap provides a complete suite of materials and investment analysis so you can focus on your business and employees.
COMMUNICATION AND INTEGRATION WITH EMPLOYEES
As a plan sponsor, you are tasked with dealing with many working parts and moving pieces. One2One Wealth Strategies helps integrate and build a successful retirement plan that meets your company’s needs, yet is also appreciated and valued by employees at every level. One2One Wealth Strategies helps you create a successful retirement plan that integrates and maintains a balance of cost, performance and service, and helps you with the communications needed to reach your company’s multiple levels of stakeholders.

WHAT PLAN FITS YOUR NEEDS?
Whether you’re starting your very first employee retirement plan, or you want to make sure you have the right type of plan in place, One2One Wealth Strategies can help. Here are some basics about the types of retirement plans that we can help you build and manage. We can meet with you personally to help determine the plan that best meets your firm’s objectives.
401(K) / DEFINED CONTRIBUTION PLANS
The majority of organizations offer 401(k) or similar plans. You can choose from flexible plan features, such as allowing contributions into traditional tax-deferred or Roth after-tax accounts. You can determine vesting requirements–or whether or not you will match employee amounts deposited and at what level. We will help you design and implement the plan in both your company’s and your employees’ best interests.
DEFINED BENEFIT PLANS
Depending on the size of your firm and its structure, a different sort of retirement plan may be a better choice. For small firms, professional partnerships or those with a handful of key people, certain types of defined benefit plans may provide your team members with a fixed benefit at retirement while allowing much higher yearly contributions than the top limits allowed in 401(k) plans.
ESOPS (EMPLOYEE STOCK OWNERSHIP PLANS)
Whether you have an S corp, or very large corporation, you may choose to offer your employees an ownership interest in your company. One2One Wealth Strategies can help you analyze the benefits versus the many requirements involved with establishing and managing them to determine if an ESOP is right for your corporation.
NONQUALIFIED PLANS
Nonqualified deferred compensation plans (NQDC)s, can be offered in addition to 401(k) or other qualified plans, allowing key people an increased retirement benefit, thereby helping you recruit and retain the most talented executives. The plans are available to only a select group of highly-compensated employees, and they offer tax advantages and no government paperwork. They allow executives to accumulate a larger asset base for retirement than traditional plans because they’re not subject to annual contribution limits.

Workplace Retirement Plan ROADMAP

A GUIDE TO FEES, INVESTMENTS AND YOUR FIDUCIARY RESPONSIBILITY

One2One Wealth Strategies designs an overarching plan for employers that we call our “Workplace Retirement Plan Roadmap.” The Workplace Retirement Plan Roadmap serves to outline the criteria for selecting and monitoring the various providers and investment options, and is an easy-to-follow guide to best-practice principles so you can confidently take the right steps forward. It provides the strategy, tactics and advice you need as an employer to help you take your business to the next level—one step at a time.

Office

7500 E. Pinnacle Peak Rd. Suite A-104
Scottsdale, AZ 85255

Contact Info

E: ask@121ws.com
P: (623) 850-0016

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