Attract and Retain the Best Talent with a Sound Retirement Plan Package

As the plan sponsor, you have the fiduciary responsibility of making the most appropriate decisions for your plan and employees. Offering a 401(k), 403(b), SEP or other retirement plan option for your employees is one of the best things an employer can do. No matter the size or scope of your operation, Guerra Investment Advisors (GIA) has extensive experience in navigating the many pieces of the puzzle to provide guidance in every aspect of the retirement plan landscape, so you can see the big picture.

It is essential to structure a retirement plan that is tailored to meet the specific needs and requirements of your company and employees. Our role is to partner with you to manage all aspects of the operations and provide guidance on the decisions important in maintaining an effective retirement plan.  This ultimately benefits both the employee and you as the employer. Guerra Investment Advisors stands side-by-side with you, the plan sponsor, shouldering the fiduciary responsibility. Our employer sponsored, Retirement Plan options will improve administrative efficiencies and increase employee interest in their own retirement.

We provide:

  • Customized, unbundled plans with transparent, line item descriptions of fees and services.
  • Complete Analysis of existing plans.
  • Enhancement and Efficiencies in existing and new plan design.

We deliver:

  • 401(k) plans
  • 403(b) plans
  • Profit Sharing plans
  • Deferred Compensation plans
  • Non-ERISA plans
  • 3(21) and 3(38) Fiduciary Services
  • Individual Investors — Retirement Plan Rollovers
  • Many other unique and customizable options to meet every employer’s retirement plan needs