Comprehensive Services. Flexible Options.
Personal Attention.
Taylor Wealth Solutions is an established leader in comprehensive retirement plan services and individual wealth management. For more than 30 years, our team has provided clients with the most innovative and comprehensive wealth management strategies.
Retirement plans play a key role in any wealth management plan. Our competencies in the retirement plan industry include a full range of services. We first consider the objectives of each client and then craft a customized plan to improve participant outcomes based on those objectives.
As the independent investment advisor, we are the central coordinator – making sure all providers are performing appropriately in their respective competency. These advisory services include:
- serving as co-fiduciary
- investment menu development and management
- trustee and investment committee reporting
- routine in-person consulting opportunities with participants
- investment policy consulting
- toll-free customer service
Taylor Wealth Solutions will also recommend and manage the third-party administrator (TPA), recordkeeping, and custodian relationships with one or more of our approved partners for self-directed plans. These services include:
TPA
- plan design and implementation
- trust asset reconciliation
- compliance testing
- IRS document preparation
- participant distributions
- plan management (amendments, maintenance, etc.)
- recordkeeping services for solo or pooled accounts
Record keeping
- money type segregation
- online account management
- distribution/forfeiture tracking
- participant/sponsor statements
- plan management reporting
Custodian
- custodies assets
- access to thousands of investment options
- collects dividend and interest payments
- back-office support for range of plan types
We’re confident you will value Taylor Wealth Solutions’ comprehensive approach. We will save you and your employees time by acting as your central resource for the retirement plan.
