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The Prizant Group, Ltd.

The Prizant Group, Ltd.The Prizant Group, Ltd.The Prizant Group, Ltd.
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The Prizant Group, Ltd.

The Prizant Group, Ltd.The Prizant Group, Ltd.The Prizant Group, Ltd.
Home
About
Services
Fiduciary
Case Studies
Publications
Contact Us
More
  • Home
  • About
  • Services
  • Fiduciary
  • Case Studies
  • Publications
  • Contact Us
  • Home
  • About
  • Services
  • Fiduciary
  • Case Studies
  • Publications
  • Contact Us

Retirement Plans that "Clearly" Work for You

  

If you sponsor an ERISA retirement plan, you carry cost, complexity, and personal responsibility.  We help you design and manage plans that are clearly priced, compliant and easy for employees to use - so you can focus on running your company.  

Our mission is simple: help small and mid-sized organizatio

Why A Qualified Plan?

Why A Qualified Plan?

Why A Qualified Plan?

Confirm that a retirement plan truly supports your business, tax and talent goals before you commit resources.  

Who Will Benefit?

Why A Qualified Plan?

Why A Qualified Plan?

Align contributions with the people you most need to retain and reward, while staying fair and compliant.  

How Much Will It Cost?

Do Participants Understand It?

Do Participants Understand It?

We understand the marketplace and what vendors will charge for the services they provide. Annual fees vary based on participant number, plan design complexity, plan assets, and revenue-sharing agreements. The Prizant Group's annual retainer is a "Hard Dollar/Flat Fee" directly related to actual time spent on each plan. 

Do Participants Understand It?

Do Participants Understand It?

Do Participants Understand It?

Give employees clear guidance so they value the benefit and make informed choices The level of understanding by employees of the benefits of a retirement plan has been historically low. Even with the advances in technology which allow unfettered access to relevant information, the average participant spends a minimal amount of time (if any) to learn about their company sponsored retirement plan. 

Curious How Your Plan Stacks Up?

Request A Plan Review

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Copyright © 2020 The Prizant Group, Ltd. - All Rights Reserved.    

Advisory services offered through Capital Asset Advisory Services, LLC. A Registered Investment Advisor.


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