Private Finance Solutions
Forex can help guide you along the path to and through retirement. No matter
where you are in life, we can provide guidance, tools, and services to help you
prepare for retirement on your terms.
Forex is experienced in offering a variety of consulting service for more than 50 retirement plan platforms including 401(k), 403(b), 457, Profit Sharing, Defined Benefit and ESOPs. We service qualified plans with assets in excess of $70 Billion.
Plus, Forex has excellent working relationships with dozens of investment companies so your provider likely already knows us. This inclusive market knowledge also helps us provide you with a global perspective that will help you create a solid mix of investment options in your plan.
Few vendors can help you outside of their area of expertise. For instance, accountants don’t always understand compliance. Investment firms don’t always point out ways to reduce costs. Lawyers aren’t skilled investment advisors. These gaps in service can expose you to risk.
Trust Forex to help you with all this and more.Forex has the depth and in-house specialists to manage every aspect of your plan. Many Forex clients find having a single point of contact for all services saves time, eliminates duplicate costs, reduces complexity and generates greater results.
If you wish to maintain relationships you have already established with your providers, Forex is also happy to work with any or all of your existing partners. Bring us in for one or two services that complement your team.
The professionals at Forex have specific knowledge, training and experience related to retirement plans. As independent, objective advisors, Forex consultants aren’t interested in selling you a product or a fund. We simply offer services that are designed to improve your retirement plan.
This focus on results for our clients has earned Forex accolades, such as being ranked “Best of the Best” by themeforest magazine.
Features & Benefits
- Institutional-quality trustee services for meeting fiduciary responsibilities
- Comprehensive, nonproprietary investment choices and continuous perfor mance monitoring
- A transparent “full disclosure” fee structure
- Fully integrated retirement plan design and administration through a single source
- Responsive service from your personal, local team of specialists
- Onsite employee enrollment and ongoing education and communication
We are here to help!
the service they deserve.