Geary Securities STRATEGY GROUP

The Retirement Solution

OVERVIEW OF QUALIFICATIONS:

As a firm with extensive experience in consulting with comprehensive retirement plans including Pension, 401K, and Profit Sharing, we understand and proactively address the evolving interests of plan sponsors and their employees.

Our team has the knowledge and the background to make your plan more responsive to the needs of your company and its employees.

WHAT WE DO:

Our role is to provide top-level guidance to your company’s management on all aspects of your plan. Whether you are converting, changing one or more service providers, updating your investment menu, or fine-tuning your plan on an ongoing basis, our services help cover three key areas: investments, risk and education.

INVESTMENTS:

• Managing plan’s investment offering with an Investment Policy Statement
• Assisting with final selection of investment options
• Continuing evaluation of investment options
• Providing relevant data for benchmarking
• Diversifying styles within investment categories
• Promoting the fitness of your retirement plan’s investment menu
• Analyzing investment fees and expenses relative to plan services

RISK:

• Monitoring the fiduciary risks that affect your plan
• Evaluating the objectives of your organization and its plan
• Benchmarking service providers and when necessary assist with:
  • Searching for service providers
  • Selecting candidates
  • Evaluating final presentations
  • Selecting final providers
• Assessing current plan behavior
• Reviewing plan design with respect to plan objectives
• Providing regulatory updates

EDUCATION:

• Enhancing employee education and communication:
  • Assisting with 404(c) compliance
  • Helping employees develop appropriate asset allocation strategies
  • Seeking to maximize participation
  • Offering ongoing education about retirement planning
  • Coordinating and conducting enrollment meetings
• Optimizing employee appreciation