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

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...