Qualified Retirement Plans

We consult with companies of all sizes and help them navigate through the crowded sea of corporate retirement planning; qualified or non-qualified retirement plans, SEP, Simple, 401(k), 403(B), Safe Harbor, and Defined Benefit plans.  This mix of letters and numbers often times is confusing to business owners.  In addition, the ever changing compliance and regulatory environment for corporate plans demands an advisor that consistently monitors and educates the business owner and employees alike. 

We believe the Client-Advisor relationship extends into the corporate retirement planning arena.  The professionals of Evans Financial Partners are dedicated to developing innovative retirement strategies and delivering the highest level of service possible to you and your employees.  When you work with Evans Financial Partners, you profit from highly leveraged relationships through a carefully assembled group of companies.

Financial success (for both the plan and the participants) requires;

  • A well thought out plan
  • Discipline
  • Solid working relationships
  • My commitment
  • Plan and execute with your goals in focus
  • Act in the best interest of the plan
  • Implement and monitor prudent processes
  • Facilitate communication between all parties

A continuous process

  • The regulatory environment demands it
  • Financial success depends on it

Evans Financial Partners Representatives are able to gauge product performance and suitability to determine appropriate product and plan designs for your organization.  Our mission is to add value through well-advised financial solutions.  We adhere to the highest ethical and professional standards. We strive to build long-term partnerships by understanding our clients' needs, then exceeding those needs.  Please click here to see our statement of qualifications and services.

At Evans Financial Partners we believe there are five principles or "pillars" essential to a solid retirement plan. These pillars are; plan design and compliance, plan fiduciary, investment monitoring, education, and administration.

Plan Design

  • Design the plan that makes business sense.
  • Maximize contributions to key employees.
  • Maximize tax savings.
  • Structure creative incentive/bonus plans.

Plan Review and  Vendor Selection

  • Establish goals.
  • Analyze the current plan.
  • Create a new plan in line with your goals.
  • Compare alternative providers.
  • Implement a new provider (if applicable)

Fiduciary Management

  • Analyze the current fiduciary management process.
  • Identify shortfalls in the process.
  • Develop a plan to manage responsibility.
  • Implement and monitor the plan.

Investment Management

  • Analyze the current investments.
  • Diversify the portfolio.
  • Formalize the investment policy.
  • Implement the policy.
  • Monitor and supervise the process.

Education and Communication

  • Survey the employees.
  • Design a custom education/communication plan.
  • Educate the participants.
  • Build ongoing relationships.