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Total Resource Financial helps maximize Retirement Plan performance and minimize fiduciary risk for corporate executives/owners, finance and human resource professionals. As a plan sponsor and fiduciary to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants.

With a Total Resource Financial Advisor at your side, you can navigate these waters smoothly and with confidence to create a retirement plan that helps you manage liability and loss while promoting positive participant outcomes. Plan success requires more than just a traditional suite of advisory services. We consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.

Our retirement plan consulting/advisory services include:

  • Service Provider Search & Selection
  • Employee Education/Communication Strategy & Meetings
  • Develop Programs to Retain and Reward Key Executives
  • Investment Selection, Monitoring & Advice
  • Service Provider Benchmarking, Review and Fee Analysis & Reporting
  • Fiduciary Risk Management/Trustee Guidance
  • Retirement Plan Design Review

The constant evolution of our industry requires ongoing analysis and the ability to make changes quickly. We will proactively approach each aspect of the plan every year as well as when specific needs arise.

This summary does not fully describe in detail all the services we offer. We encourage you to contact us at 813-571-1233 or email to give us an opportunity to serve you.

We will always remain committed to supporting you, your employees, your plan and its goals.