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401(k) Solutions 2018-04-24T00:44:21+00:00
PLAN SPONSOR

Retirement collaboration.

Just as you excel in your practice, Timonier stands apart from the other 401(k) providers. We craft custom plans for medical professionals and business owners who deserve more than a one-size-fits-all approach. We strive to help build a bright future for both employer and employee.

SINGULAR POINT OF PLAN COORDINATION

Business owners want solutions that work. We work from start-to-finish to provide a complete package of services including:

  • Plan Design

  • Investment Management
  • Record Keeping
  • Employee Education
  • Trust Services
  • Annual Plan Review
  • Wealth Advice
  • Tax Reduction Strategies
  • Accelerated Retirement Savings Strategies

Want to know more about working with Timonier and your retirement plan?

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team

ERISA 3(38) Fiduciaries

Less than 10% of retirement plans hire a fiduciary to oversee the investment management process. We place the interest of both the business and the plan participants ahead of our own.

fee-only

Master Planners

Less than 5% of plans actually use the risk tolerance questionnaires and financial calculators that accompany them. Our wealth advisors help participants develop a customized MasterPlan that lays the foundation for a rewarding life journey.

central-location

Custom Plan Design

We understand that company benefits and retirement plans are critical in attracting and retaining qualified employees. Timonier offers collaboration of custom plan design to maximize the company and participants retirement plan experience.

evidence-based

Continuity of Investment Offering

According to independent research*, the average American investor consistently underperforms standard benchmarks for both stocks and bonds. Our time tested methodology allows plan participants to capture the available returns of capital markets that are aligned with their financial planning goals.

evidence-based

Transparent and Low Cost

As a fee-only independent retirement plan consultants, we offer objective oversight, flexible offerings, transparent pricing and one-on-one participant advice (the same relationship we offer to our individual wealth management clients).

FEATURED MEDIA

Retirement Education Resources

Resource Library