FAI-Defined Benefit Plans

Turn your pension plan into a point of distinction.

Defined benefit (DB) plans can be appealing to business owners who want to accelerate their personal savings and to the employees who get to enjoy the income when they retire without having to contribute to it. But defined benefit plans can also be complicated, expensive, and fraught with challenging factors that need to be considered. Financial market volatility, changing workforce demographics, and stringent regulatory requirements only add to their complexity.

With so much at stake, it’s important to choose the right institutional advisor.

FAI Wealth Management provides comprehensive, customized solutions that address inherent DB plan risks, removing the complexity for pension plan sponsors. Turn to us for assistance in evaluating your plan, developing the best funding strategy for your business, and streamlining the administrative tasks required. Our team of experienced professionals, combined with our sophisticated systems, will allow you to integrate your DB plan with ease, execute it flawlessly, and educate your employees so they fully appreciate this valuable benefit.

Recent News

Recent News

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month ago

EACH MONTH WE’LL SPOTLIGHT ONE CHAPTER FROM OUR 3-PART EBOOK SERIES,  "CARING FOR OUR AGING PARENTS".  

This Month's Focus is taken from eBook ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.