Broker Check

Berknell Financial Group is dedicated to assisting retirement plan sponsors and participants in optimizing their plans in order to accomplish the plan’s goals, while reducing fiduciary risks.

Optimization

An optimized retirement plan is one that is most beneficial to all parties involved. We evaluate the needs and investment experience of participants, the capacity to act as a fiduciary by the plan sponsor and establish an efficient way to administer the plan.

Simplification and Education

Our goal is to provide a retirement plan in which both novice and experienced investors alike can accomplish their goals without being too overwhelming. To do this, we coach plan participants to develop good long-term investing habits and their plan’s options to help them achieve their goals.

Being a Fiduciary

Plan sponsors are busy. They are also generally experts in their own professions, not necessarily investment selection. To assist with this, we can sign on as an ERISA 3(38) Fiduciary legally obligating us to do what is in the best interest of the plan, while simultaneously reducing liability for the plan sponsor.

Fee Transparency

As a Registered Investment Advisor, we have true independence and the ability act solely in the best interest of our clients. We have no soft-dollar, behind the scenes financial relationships with platform providers, third party administrators or mutual fund companies. This greatly reduces conflicts of interest by assuring that our only compensation is derived from our services to the plan.

Get Started

For a complimentary evaluation of plan design and fee benchmarking for your organization, please call us today to schedule a review.