Welcome…..Thanks for Stopping By
Do you have responsibility for managing your company’s retirement plan or would you like to learn more about potential solutions that address your Company's Retirement Planning needs?
If so, then we can help you!
Why consider Covenant Retirement Group for your solution?
………Glad you asked!
We noticed two important needs within the 401(k) landscape:
Our work with Retirement Plans (and our Retirement Group division) is just one more way our Team keeps in step with Covenant Financial Group’s purpose: serving our Clients as their financial Champion and advocate.
Working together with Plan Sponsors and Participants, we demonstrate the same care, concern, and support to our Qualified Plan Clients that we provide to our personal Clients.
If you already have a Defined Contribution Plan, we’d love to share with you our quick-tip series outlining “best practices” for managing your Plan. Plus, it’s a great way to build a scorecard on how well your Plan stacks up against your peers.
Shoot us an email firstname.lastname@example.org with QUICKTIPS in the subject line and we’ll send them out to you (jf you want the print version—just provide us with your mailing address in your email).
If you’d like help navigating the responsibilities of running a successful and compliant plan or simply want to explore what option(s) might work best when creating your Company's new Retirement Plan, call CRG, today, at 586.739.3550, and ask for Randy, to receive your free, no-obligation consult, and we’d be happy to help answer any questions you have.