We work with companies in many different ways. We can provide professional service, investment advice, and educational workshops relating to your company’s retirement plan, whether you are dealing with a 401(k), 403(b), 457, or other. Tadman Financial offers a complementary initial analysis of your plan to evaluate whether it is in line with your goal of providing a retirement plan for your loyal employees.
Once you are settled into the most efficient and appropriate plan, we can assist with the execution of the plan’s investments and sponsor selection. We can also help your employees in selecting their unique investment allocations and providing ongoing education and evaluation to empower them to maximize their retirement prospects.