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Our Process

OUR PROCESS begins by collaborating with the appropriate people inside your organization to develop an appropriate retirement plan strategy with the best interest of your employees future in mind. We believe cookie cutters work well in the kitchen but not when an organization develops a retirement plan for its valued employees. We believe the plan should be a reflection of your company’s culture and values. By collaborating first, we strive to become your partner in the development, implementation and monitoring of your retirement plans.

Our experience helps us understand the challenges retirement plan sponsors face such as:

  • Is our plan design tailored to our employee and organizational needs?
  • Do our communications effectively inform our participants enabling them to fully utilize the benefits we provide?
  • Do we periodically review plan design alternatives?
  • Has a participant ever said, “thank you”?
  • Have we created and follow a process to monitor investments?
  • Do we document all our procedures?
  • Do we monitor what’s happening on the regulatory and litigation fronts?

Expanding on Our Perspective

Large employers have been aware of the high cost of employee turnover for many years.The expense of bringing a new employee on-board and bringing them up to an acceptable level of productivity extends over months if not years.While many opinions exist over “why” employees leave an employer, successful employers have adopted the following perspective which has reaped substantial rewards:

“Do my employees believe they can fulfill their personal and professional goals being employed by our Company? Can they achieve the financial security they expect for themselves and their families? Does our Company give them the opportunity to reach the pinnacle of their chosen profession”?

Employers who view their employee relationships through this prism have seen significant reductions in turnover and dramatic increases in morale. They have found once an employee believes his/her personal and professional goals can be achieved working with your company they are able to full heartedly commit their energies to achieving the best results for the company. The success of the Company now becomes a win-win for the employee and the shareholders.

Your Company’s Retirement Plan is a critical component of your employees overall financial security. Aligning your Retirement Plan with the long-term financial goals of your employees is a major step towards their financial independence. The Principals of Reedmark Advisors have been designing successful Retirement Plans for over 40 years.  Allow us to demonstrate how decades of experience can differentiate your Plan and your Company from your competitors.

-Anthony Pascazio, Founder & CEO

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Values

Our Values

We are independent registered investment advisors serving as Fiduciaries on behalf of our client's best interests.

Our History

OUR HISTORY

Over 80 Years of experience have prepared us to assist you with the responsibility of sponsoring a retirement plan

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