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Retirement Planning

As an Investment Advisory Representative of Stewardship Advisory Group, LLC, Sean Wood offers investment advisory services to 401(k), Profit Sharing and Defined Benefit retirement plans. When necessary, we will aid plan sponsors in evaluating options for outside service providers. These services are listed below:

Investment Selection & Monitoring:

  • Evaluate existing plan
  • Identify asset classes appropriate for participants
  • Conduct due diligence on the investment options
  • Choose investments for the plan
  • Develop plan proposal
  • Develop an Investment Policy Statement
  • Monitor and observe investments
  • Identify Qualified Default Investment Alternatives
  • Assist plan participants in selecting investments
  • Meet quarterly with investment committee

Administrative:

  • Support DOL and IRS audits, as needed
  • Monitor third party service providers, including recordkeeper and TPA
  • Check recordkeeper services for plan compliance
  • Conduct participant enrollment meetings
  • Conduct participant education sessions
  • Review enrollment and other education materials provided by plan’s recordkeeper
  • Serve as liaison between TPA and recordkeeper service providers

For a complimentary review of your retirement plan please contact us at 303.500.1930 or email Sean Wood directly. We can also assist with setting up new retirement plans.