Retirement Planning

Anchin Wealth Management LLC offers a specialized level of support to the employer through a comprehensive system of ongoing planning and investment support. Anchin Wealth Management LLC is committed to keeping you and your employees informed about investments and the benefits of sound retirement planning.

Anchin Wealth Management LLC combines the latest technology with a strong foundation of experienced pension and retirement plan professionals. Anchin Wealth Management LLC can assist you in meeting your fiduciary responsibilities by being familiar with and complying with plan terms, choosing a diverse range of investment options and monitoring the plan for transactions not permitted under The Employee Retirement Income Security Act.

As part of its role, Anchin Wealth Management LLC can provide a valuable collection of investment and planning services, which include:

• Define objectives and risk constraints
• Prepare and implement a customized written investment policy statement
• Recommend appropriate portfolio asset class representation
• Analyze and make recommendations as to which money managers should be
  selected in each asset class
• Objective review of alternative investment solutions in the marketplace
• Monitor and adjust asset class representation
• Elimination of investment manager redundancies
• Evaluation of overall results, reporting progress regularly