Whether it’s to plan an individual’s financial future or to advise a company on its employee retirement plan, clients turn to BJA Partners for guidance.

✓ IRAs and Annuities
✓ 401k
✓ College Savings Plans
✓ Life
✓ Disability

Fiduciary Solutions to Help Protect Your Organization

BJA Partner’s retirement services team employs industry-leading benchmark and risk analysis tools to help you manage and mitigate fiduciary risk.

Our Experts Will:

  • Prepare a customized investment policy to satisfy IRS recommendations and help you manage your plan.
  • Help you select and monitor the plan provider, third-party administrator and investment options to ensure a great benefit for your employees.
  • Assist you with IRS and DOL compliance when changes are made to the retirement plan. (See the Online Quotes section of our website.)

Financial Fitness/Employee Engagement to Help Maximize Your Retirement

A retirement plan’s success is dictated by participant education, participation, and successful retirement outcome. To help you maximize your retirement plan benefit, the BJA Partners financial services team of educators works with you to build a customized education plan including:

  • Group enrollment and ongoing education meetings
  • Presentation of plan benefits, opinions and enrollment materials to your employees.
  • Delivery of information in an easily understandable format so employees can make an informed decision regardless of investment knowledge.
  • Individual guidance meetings
  • Monthly employee newsletter​

We invite you to talk with us and start a discovery process that could lead to innovative solutions to your business or personal planning needs.

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