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Retirement Plan Services                                                                

When you work with Argos Financial Group, you get more than just a retirement plan. You get a history of experience and a long term commitment to your retirement plan.

We provide:

  • Personalized, local service, providing access to retirement plan professionals, to make the administration of your plan easier.
  • Sound investment tools and fiduciary support assistance that demonstrate our commitment to your retirement plan.
  • Advanced technologies that enable your plan to be administered accurately and efficiently.

Our strength lies in a firm foundation of providing high-touch, personalized service at every point of contact. Using quality retirement plan products and recognized investment options, we deliver value to our clients and help businesses and individuals reach their financial goals. The plans we offer include:

  • Traditional 401(k) Plans
  • Safe Harbor 401(k) Plans
  • Individual 401(k) Plans
  • Roth 401(k) Plans
  • 403(b) Plans for Non-Profit Organizations
  • 457(b) Plans for Public Sector Organizations
  • Profit Sharing Plans
  • New Comparability Plans
  • Money Purchase Plans
  • Nonqualified Plans
  • ESOPs
  • SIMPLE IRAs
  • SEP IRAs
  • Traditional IRAs
  • Roth IRAs     

As your retirement plan guide, we provide:

  • Robust investment lineup
  • Fiduciary support
  • More than 25 years of proven retirement plan experience
  • Bundled and unbundled service models
  • Testing and reporting
  • Local advisors and customer support    

                                                


                                                                    

Fiduciary Review Meetings

Regularly scheduled, formal plan review meetings.

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Employee Education

Providing custom education packages for your most valuable assets.

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Who is Advising Your Plan?

Understanding your advisors skill set is critical in this environment.

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Retirement Plan Service Model

What you can expect from Argos Financial Group

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