Retirement plans can be an excellent vehicle to create, grow and preserve wealth for business owners and their employees. At West Coast Wealth Advisors, we work closely with business owner's to help them customize a retirement plan which match the needs of the business, its owners and employee base. Some services offered include:

• Plan design assistance to help with maximum tax efficiency
• Supporting responsible plan fiduciaries on the development of an investment policy statement
• Review and suggested amendments to existing investment policy statements
• Fee, expense and benchmarking analysis for the plan
• Operational analysis of the plan
  
• Plan participant group education meetings.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.