401(k), Retirement Services & Executive Compensation

The SFP Difference

At Signature Financial Partners, LLC we are committed to offering a sophisticated and personalized approach to managing your 401(k) plan and working with your individual participants to help educate them on how to prepare for retirement. Our main goals with any 401(k) plan are to:

  Simplify the process for the HR Department by providing seamless interaction with the plan provider and minimizing the time and complexity of the administration process;
  Educate the plan participants to help improve their retirement outcome; and
  Protect the company from liability as much as possible by providing fiduciary education where possible.

We believe that if all three of these goals are met in a professional manner, your 401(k) plan will run smoothly and efficiently and your participants will have the best opportunity to succeed financially in preparation for their retirement, while often reducing the overall plan costs.

In addition, we have the ability to meet with your participants through one-on-one financial counseling sessions, benefit fairs, enrollment meetings, webinars, and conference calls. This hi-touch service is part of the value, expertise and professionalism we will bring to your company..

In working with our long-standing partner, Signature Estate and Investment Advisors, LLC (“SEIA”), whom was ranked by Barron’s as one of the "Top 100 Indepent Financial Advisors of 2016" and with $5.8 billion in client assets, we use a unique and unparalleled process to analyze and monitor investment options and ultimately provide 401(k) participants with the appropriate investment guidance within the plan.

*assets as of 12/31/2016

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Check the background of this financial professional on FINRA's BrokerCheck