Retirement Plan Services

The 401k Coach® Six Step Process

Six steps to building a stronger retirement plan for your company.


The Retirement Plan Evaluator™

Our easy-to-use process provides you with an evaluation of your company’s retirement plan objectives and concerns and an analysis of other plan solutions. We’ll also discuss and review funding strategies for fee administration. 

The Retirement Plan Optimizer™

We conduct a feasibility study to help maximize the tax benefits of your retirement program for both your company and your employees.    

The Fiduciary Shield™

Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers. 

The RFP Manager™

We’re on your team. We’ll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review process, manage the flow of information, analyze and review proposal and guide you in making an informed and knowledgeable  

The Edu-tainment Experience™ 

We manage every step of the transition from your current retirement program to your new program. We enroll your employees and educate them on the benefits of their new program. We’ll ensure their satisfaction through quarterly, semi-annual and annual education and financial planning seminars. 

The WealthcareMonitor™

We’ll manage the health and welfare of your retirement program over its lifetime, advising you on regulatory changes, program enhancements and investment due diligence on a quarterly or semi-annual basis.    

For a one page, printable document of this process, please click here.





The views expressed are not necessarily the opinion of FSC Securities Corporation, and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Individual circumstances vary. Investing is subject to risks including loss of principal invested.  No strategy can assure a profit against loss. Foreign investments involve special risks including greater economic, political, and currency fluctuation risks, which may be even greater in emerging markets. Indices cannot be invested in directly, are unmanaged and do not incur management fees, costs or expenses. Due to volatility within the markets mentioned, opinions are subject to change without notice.  Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.