Corporate Retirement Plans

8203 W. Quinault, Suite 101 | Kennewick, WA 99336 | 509.735.0484 | 800.441.4412 | www.petersenhastings.com

Retirement plan benefits contribute not only to your future retirement lifestyle, but also to a company’s recruitment and retention capabilities. Yet, the retirement plan landscape is

vast and business owners need reliable advice to choose a benefit package that meets their objectives and the needs of their employees. We have over 50 years of experience in the

retirement plan industry to guide you toward a benefit package that is best fit for you.

Corporate Retirement Plans

Fiduciary

We are a named fiduciary of the plan. This means we not only put the trustees and partici-pants needs ahead of our own, we also remove

some liability from the trustees in regard to the plan investments.

Investment Management

We work with trustees to create an Investment Policy Statement. We monitor all investments in the plan on an on-going basis. We also have

the capabilities to create and manage Model Portfolios.

Independent

Each participant receives advice tailored to their circumstances. We also provide advice on

various financial health topics, such as, debt reduction, budgeting, and saving strategies.

We work with trustees to ensure they are in compliance with Department of Labor stan-

dars. We also train them on reviewing plan service providers.

We work with all types of qualified and non-qualified plan designs. We work with

plan trustees to determine the best plan type and benefit structure to achieve both the comp-

any objectives and the participants’ needs.Plan Design Consulting

Trustee Training

Consulting Selection Monitoring Education Continued Evaluation

Participant Education

As an independent Registered Investment Advisor, we are able to provide advice and solutions based solely on our clients’ needs

and goals. We have access to the entire finan-cial universe of options and service providers which allow us to tailor a specific solution to

meet our clients’ needs.