Guiding K-Plan sponsors and their employees to confident solutions and peace of mind.
PATHWAYS FINANCIAL PARTNERS, INC. Today,Tomorrow,Together
AS A PLAN SPONSOR ARE YOU CONFIDENT THAT . . .
you are meeting all fiduciary responsibilities?
your fees are competitive and reasonable?
your investments line up is well suited for your participants?
your participants appreciate and understand their benefit?
FOLLOW OUR
PATH AND BECOME CONFIDENT
st 1 Step
Your
THE
OBJECTIVE PROFILE
Taking the first step on Our Confident K-Plan Solution we prepare and present an intensive analysis of your current retirement plan.
Confidence
STEP ONE THE OBJECTIVE PROFILE The first step is for Pathways to conduct a comprehensive review of your plan including: • Effectiveness of your current design • Soundness of your investment menu • Effectiveness of your participant communications • Competitiveness of your total fees and expenses This Objective Profile helps fulfill your fiduciary duty, and make clear determinations regarding your plan.
PATHWAYS FINANCIAL PARTNERS, INC.
2
Your nd
Step
THE OPPORTUNITY MATRIX On the second step of this journey we carefully compare your current 401K providers to alternatives and best practices to gain a clear picture of possibilities for improvement.
Discover
STEP TWO THE OPPORTUNITY MATRIX The Opportunity Matrix consolidates critical considerations in a sideby-side, easy to understand format, enabling you to evaluate your opportunities. Pathways Financial Partners compacts often-confusing data into clear recommendations and conclusions. Our advice is based on decades of experience and a thorough knowledge of the current marketplace and gives you the confidence to make wise decisions.
PATHWAYS FINANCIAL PARTNERS, INC.
3rd
Your
Step
THE
ACCOUNTABILITY FORMULA
Relying on decades of experience we apply a proven approach, creating realistic time lines and oversee all transitions.
Proven
STEP THREE THE ACCOUNTABILITY FORMULA Our Accountability Formula outlines a clear action-item strategy, sets forth realistic expectations and responsibilities. During transitions, our seasoned professionals serve as an extension of your Human Resources team. Your company’s most important asset is human capital and we advocate for and protect your employee’s interests every step of the way.
PATHWAYS FINANCIAL PARTNERS, INC.
Your
4th
Step
EMPOWERED EMPLOYEE PROCESS THE
After a thorough analysis, Pathways Financial Partners can offer group workshops, web based education, and one on one guidance.
Results
STEP FOUR THE EMPOWERED EMPLOYEE PROCESS Empowering your employees is the central goal the Confident K-Plan Solution. Driven by your company culture and what work s best with your workforce, we train your in-house team or create entire campaigns from start to finish. Our strategies help your employees find a clear path to retirement readiness and assists participants in taking control of their financial destiny.
PATHWAYS FINANCIAL PARTNERS, INC.
Your
5th
Step
THE
PROTECTED FIDUCIARY
The final step of our Pathway is helping you become a well-protected Fiduciary. The Confident K-Plan Solution guides you through formal steps and proven practices to help reduce your personal fiduciary risk.
You
STEP FIVE THE PROTECTED FIDUCIARY We provide you with essential tools and techniques from a well crafted Investment Policy to our “Confident K Investment Array” and help you become a wise steward of your plan. As a “Prudent Expert” you are responsible for making good decisions on behalf of all employees. Our solution provides you with: • An innovative investment approach designed for maximum fiduciary protection • Clear counsel regarding best practices for running your plan’s committee • Annual benchmarking of service providers, investment options and relevant fees
PATHWAYS FINANCIAL PARTNERS, INC.
OBJECTIVE OPPORTUNITY ACCOUNTABILITY EMPOWER PROTECTED
Results
Target Date Funds Help maximize fiduciary protection
Risk Based Assets THE
Core Funds Low cost access to precise asset classes
CONFIDENT (K)
INVESTMENT ARRAY
Speciality Funds For Increased diversification
PATHWAYS FINANCIAL PARTNERS, INC.
The traditional asset allocation solution
OBJECTIVE OPPORTUNITY ACCOUNTABILITY EMPOWER
PROTECTED
Guiding K-Plan sponsors and participants through the retirement maze to better solutions and a clear pathway to retiring with dignity.
www.2pathways.com 520.299.5875
PATHWAYS FINANCIAL PARTNERS, INC. Today,Tomorrow,Together