Designed for individuals or couples who would appreciate a review of their company-sponsored retirement plan including 401(k), 403(b), 457, Thrift (TSP), FRS & DROP, etc.
Individuals may:
▷ Have multiple retirement accounts with existing and previous employers
▷ Desire guidance on investment selections with changing market conditions
▷ Have questions about the best retirement savings strategy for their given scenario
Within this program, Crossplan would offer:
▷ Explanation of various investment options with a company sponsored retirement plan
▷ Guidance on choosing between investments
▷ Review of other retirement savings strategies
Within this program, Crossplan would NOT Offer:
▷ Direct money management
▷ Direct recommendations
▷ Guarantees
For a $200 first-time payment to CP ($200 annual on-going), individual or couple is offered:
▷ One 60-minute introductory meeting
▷ Annual 60-minute meeting
▷ Reasonable number of phone calls to CP as-needed
▷ Relationship with CrossPlan and our referral network