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As a business owner, you need to focus on issues that directly affect your bottom line instead of dealing with the headaches associated with administering a retirement plan and other employee benefits.
Call on GOULDIN & MCCARTHY. You’ll get the individualized, personal service you’d expect from a boutique advisory firm as well as the clout of nationally recognized retirement plan consultants.
Corporate Planning
Nationally Recognized Retirement Plan Consulting
GOULDIN & MCCARTHY, LLC will analyze your current plan and work with you to develop a cost-efficient solution that works for you and your employees. Our consulting services are recognized as among the best in the business.
- We currently conduct due diligence on over 70 retirement plan providers.
- We work with the plan trustees to ensure compliance with all IRS and DOL regulations.
- We work with the plan administrator to streamline day-to-day operations.
- We educate plan participants to help them analyze their needs, understand their benefits and prepare for the future.
- We provide quarterly performance reports and annual reviews.
Other Services
We specialize in working with small and medium size businesses. In addition to our award-winning retirement plan consulting services, you can depend on GOULDIN & MCCARTHY, LLC to help you with actionable advice regarding:
- Employee benefits
- Succession planning
- Key employee retention
Fees
Unlike some firms that bury their fees in the “fine print,” we believe in full disclosure. As such, our management fees and any commissions will be fully disclosed to you at all times.
We’re Your Small Business Experts
Many firms offer consulting services, and every firm who bids for your business will offer the same basic pitch. Here’s what sets GOULDIN & MCCARTHY apart and makes us the gold standard:
- We are independent professionals who specialize in retirement plans and benefits for small and mid-size companies.
- We are the only group in our region and one of only 25 firms nationwide to be elected to Fidelity’s elite Organization of Retirement Leaders.
- We were elected to American Funds’ All-American Team.
- We were elected to Oppenheimer’s Director’s Council.
For more information about how we can help you and your business, click here
GOULDIN & MCCARTHY, LLC
180 Mount Airy Road, Suite 203
Basking Ridge, NJ 07920
Phone: (908) 630-0200 Fax: (908) 630-0202
Securities offered through Comprehensive Asset Management & Servicing, Inc. Member FINRA/ SIPC |