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A retirement plan is a key component to your overall employee benefit package. Helping employees plan and
save for a retirement with financial independence is instrumental in attracting the most valuable, productive and loyal employees.
As your company's retirement advisor, Betsy will work closely with you to design, implement and monitor a retirement plan based on
your goals and objectives. We'll help you fulfill all aspects of your fiduciary responsibility duties through the development of an
Investment Policy Statement, the election of Safe Harbor provisions, the evaluation and selection of an appropriate investment menu,
quarterly monitoring of your investment selections and by annual reviews of your investment option lineup.
Betsy A. Sullivan, Inc. is an independent financial services firm that provides open-architecture retirement solutions. Our independence
enables you to select from the full universe of investment options. Our objective is to provide a well-diversified investment menu - with
complete fee transparency - that is cost-effective for both the employer and plan participants.
Our firm works primarily with local, independent Third Party Administrators that offer a personalized, "hands on" approach in the design and
administration of your company's retirement plan.
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