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At a Glance
Fortune 360 Group provides expertise in retirement plans and employee benefits for businesses, as wellas comprehensive wealth advisory and estate planning. Fortune 360 Group’s retirement plan divisionoffers fiduciary support, investment review, benchmarking, plan design and employee education, with afocus on a pathway to retirement for employees. The partners at Fortune 360 Group have written over$55 million annually in insurance and in 2019, advised on over $195 million in investments.
We have clients located in 21 states!
Advisory Services Offered Through Fortune 360 Group LLC, a Florida Registered Investment Advisory Firm and/or Investacorp Advisory Services, Inc., a SEC Registered Investment Advisory Firm. Securities are by licensed individuals offered through Investacorp, Inc., a Registered Broker/Dealer, Member FINRA and SIPC.
Florida • Washington • North Carolina | (954) 800 – 5500 or (253) 286 – 401K
Retirement Plans
Wealth AdvisoryEmployee BenefitsRetirement Plans
• Retirement Plan Services• Group Employee Benefits• HR & Benefit Automation• Wealth Advisory Services• Estate Planning
• Life, Disability & LTC Insurance• Business Consulting Services• Business Transition Planning• 1031 Exchanges
Our Team
Jessica R. SimpsonWealth Advisory Dept. [email protected]
Gabriel AyerbeGroup Benefits Dept. [email protected]
David RoachWealth Advisory [email protected]
Gregory Freitag,CFP®, MBA, AIF®, CLU, ChFCFinancial [email protected]
Dustin Jones, CFP®
Financial [email protected]
2
AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
BenchmarkingFortune 360 Group benchmarks plans; evaluating fees, returns,
and employee + employer contributions compared to peers
in your specific industry.
ComplianceSimple, organized process to
evaluate, review, and monitor your retirement plan. Fortune’s process allows you to focus on
your core business needs.
Invest Care MonitorFortune 360 Group works with
Fiduciary Analytics and The Firm Reports to assist in the review and
monitoring of investments.
Fiduciary ProtectorHaving an advisor with the
capabilities to be a Fiduciary on your plan is paramount with new
regulations.
EducationEmployee education is essential in
the success of a retirement plan through seminars and one on one
meeting Fortune helps employees appreciate their plan.
Building a stronger retirement plan for your company.Retirement Plan Solution
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Fortune 360 Group assists in meeting fiduciary responsibility and improving operational efficiency.
Fiduciary Review
Plan Design Plan Performance Benchmarking 404(c) NoticeEvaluates plan design and compliance issues
Charts participation, deferral rates, and plan performance
Benchmarking of Total Plan Cost
404(c) Notice and Statement
!
4
AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Our system provides a proven process to monitorand evaluate fund managers and investment strategies.
Investment Policy Statement
Comprehensive and independent, utilizing a
well-documented process and methodology.
An Institutional Approach
Investment Policy Statement
Quantitative Metrics
Investment Menu
Qualitative Metrics
Investment Universe (20,000+ Investments)
5
AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Service Calendar - 401k PlanFourth QuarterFirst Quarter
Meet with all general managers or HR staff to coordinate employee meetings
Update Service Plan Schedule
Second Quarter Third Quarter
Plan Design
Investment Committee Meeting
Investment Review
Employee Education
Compliance
Provide investment committee with report on success of employee
participation and contribution level
Develop plan with investment committee for employee group meetings and one-on-one meeting dates and rollout of meetings
Update Service Plan Schedule Review fiduciary scorecard
FI360 fiduciary analytics investment snap shot review & investment committee
review
FI360 fiduciary analytics investment snap shot review
FI360 fiduciary analytics investment snap shot review + create new investment plan
lineup
Review investment committee by-laws Review benchmark of your plan
Review plan design issues such as highlycomp, Roth, auto enrollment, etc.
Committee charterreview
6
AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Provider Analysis Meeting Summary
Meeting Summaries
After meeting with your committee, we prepare a
customized Executive Summary, detailing results
and action-items, and providing valuable
documentation required during plan audits and
inquiries.
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Recruit and retain quality employees and afford them greater financial freedom in retirement.
Employee Education
All on-site meetings conducted by securities licensed representativesMulti-lingual enrollment materials
Pre-enrollment CommunicationProven record of increasing participation Neutral and unbiased investment education
Professional 401k/403b EducatorsVideo teleconferencing "Meet Me” meetings for remote locations
Customized Presentations
8
AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Benchmark Your Plan
CompareBenchmark your plan and evaluate 5 year average returns as compared to peer group and industry.
ContributionsBenchmark employer contribution rates to peer group and industry.
OpportunitiesCheck opportunities for diversification.
ExpensesBenchmark fund expense, service provider fees, and advisor fees.
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Benchmark Your Plan
Fortune 360 believes in
transparency; fees are easier to fully
understand.
Advisory Fee ComparisonSample $10,000,000 Plan With 200 Participants
Standard Fortune 360
Assets (millions) Advisory Fee (%) Financial Advisory Fee Assets (millions) Advisory Fee (%) Financial Advisory Fee
0 to 2.5 0.61% $15,250 0 to 2 0.50% $10,000
2.5 to 5 0.45% $11,250 2 to 5 0.30% $9,000
5 to 8 0.25% $7,500 5 to 10 0.25% $12,500
8 to 10 0.20% $4,000 10 to 25 0.15% $0
10 plus 0.15% $0 25 plus 0.10% $0
Total 0.38% $38,000 0.32% $31,500
TPA ComparisonStandard Fortune 360
TPA Fee Cost Structure Annual Cost TPA Fee Cost Structure Annual Cost
Base Plan Charge Annual $2,000 Base Plan Charge Annual $1,250
Per Participant Fee $20 per quarter $16,000 Per Participant Fee $30 per year $6,000
Total $18,000 $7,250
Recordkeeping ComparisonStandard Fortune 360
Recordkeeping Fee Cost Structure Annual Cost Recordkeeping Fee Cost Structure Annual Cost
Asset Based Fee 0.28% $28,000 Base Plan Charge Annual $8,200
Per Participant Fee $60 per year over 100 participants $6,000
Total $28,000 $14,200
Total CostStandard Fortune 360
Total $84,000 $52,950
Plan Administration Savings With Fortune 360 Group1 Year 5 year
$31,050 $155,250
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AN INNOVATIVE FINANCIAL SERVICES FIRM
Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015
Let us show you #The360Advantage
Fortune 360 group was founded with a unique vision to prioritize your health & financial wellness by providing sophisticated expertise in employee benefits, retirement plans, and wealth advisory services.