Bedel Financial Consulting acts as an independent advisor in the retirement planning process. As an independent advisor, we offer the trustees of a plan many advantages that cannot be found in other models:
- Flexibility – We work closely with trustees of the plan to recruit the plan administrator and investment providers who best fit with the culture and goals of the organization. We also develop flexible investment plans for your employees. Individuals have the opportunity to choose from a variety of managed portfolio options, at no cost to them.
- Transparency - Much like our individual services, the price structure for retirement services is fee-only. The fee is based on a case by case basis, and with all of the fees fully disclosed and transparent, you will know exactly what you are paying. Additionally, all participants in the plan are able to see their holdings through online tools.
- Personalization – We have direct experience designing, implementing and advising the day-to-day operations of retirement plans. This experience provides our clients with the benefit of being able to meet the specific needs of the individual plan participants.
- Education - As part of our dedication to transparency and our goal of assisting the individual participants to understand the options that are available, we offer a variety of educational options for plan participants. From face-to-face meetings and group sessions to articles in newsletters, email and websites, we provide additional value to your plan’s participants by helping them establish retirement goals and understand their investments.
- Fiduciary Responsibility - For more than 20 years, we have assumed a shared fiduciary responsibility with our clients. Doing the same for trustees of retirement plans allows the firm to provide unbiased advice guided solely by the best interest of the plan’s participants. And clients can trust, as industry rules and regulations change, that it’s our responsibility to keep them abreast of how these changes may impact their plan.
- Quality Advice - With staff who live in the world of investments, we understand the nature of investing. This same expertise can be applied to the management of a retirement plan, which provides participants with the investment options most closely aligned with their goals.
- Dedicated Staff - We will dedicate a staff member to be accessible and available for you and your employees. A designated email address and phone number will also be established so that individuals can ask questions and know that they will get answers.