Twelve Points Retirement Advisors
Improving Retirement Outcomes For Every Generation On Your Team
Improving Retirement Outcomes For Every Generation On Your Team
Be A Hero To Your Employees
Traditional pensions are a thing of the past. This means it’s up to your employees to save enough money to enjoy a comfortable retirement. But you play an important part in empowering them achieve that goal.
- Step 1: Offer a 401(k), 403(b), profit-sharing, or similar tax-deferred investment plan.
- Step 2: Ensure your plan offers low fees, diverse investment options, easy-to-understand employee education, and a state-of-the-art design that addresses your fiduciary responsibility and protects your firm from liability.
Let one of our Twelve Points retirement advisors help you design a plan customized to your specific needs. It takes just a single phone call to become a hero.
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*Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Twelve Points Wealth by any of its clients.
Our Services
Retirement Planning &
Growth Forecast
How effective is your current plan? Using quantitative and qualitative metrics, we will analyze your current plan and ensure it remains stable as you grow.
Employee Education
& Planning
Help your employees learn how to save and make prudent financial decisions through our educational workshops and one-on-one personal financial planning.
Ongoing Review
& Analysis
We’ll work with you to review your plan regularly, helping you stay on top of potential opportunities to improve investment options and cost savings.
Gap Analysis
To Improve Outcomes
We study each plan to identify gaps and offer insights, helping you improve the outcomes of retirement savings accounts for all participating members of your plan.
Employee Participation
Strategy
Work with us on a strategy to increase plan participation from employees at every level of your enterprise, offer auto-enrollment, and provide company matches.
Regulation & Governance
Compliance
We rigorously oversee plan governance to satisfy Department of Labor requirements and offer DOL 3(21) or 3(38) Fiduciary Investment Services to Plan Sponsors.
Awards and Accolades
Our Insights
Our Designations & Affiliations
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.