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Porter White & Company

Providing Expert Advice and Guidance Since 1975

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Retirement Plan Consulting

Create a Competitive Edge

Attracting and retaining top talent is competitive in today’s job market and offering a retirement plan as part of a benefit package can give your business an edge.

Are you considering starting a retirement plan but don’t know where to start? Do you already have a plan but would like to increase participation and have confidence in the plan structure and investment offerings?

ERISA requirements demand a high level of time and knowledge to interpret and apply. We can help with the implementation of a new plan or the management of an existing plan. Let us focus on helping your employees grow their tax-free assets so you can focus on running your business.

The Process

Retirement Plan Consulting

Investment Analysis

We will work with your retirement plan committee to identify and monitor suitable investment options that will allow participants to manage their risk while increasing the likelihood of achieving their retirement goals.

Plan Design

We work with plan sponsors to develop a plan design that meets plan and participant objectives while also maintaining regulatory requirements.

Service Provider Analysis

Because we are an independent, fee-only advisor, we can provide impartial guidance to service provider benchmarking and analysis, which can lower fees and/or improve service.

Fiduciary Guidance

We help plan sponsors understand fiduciary responsibility and carry out the appropriate actions for compliance, allowing your organization to protect individuals with fiduciary exposure.

Employee Education

We go beyond the standard investment-summary speech and guide your employees toward implementing good financial behaviors.

Retirement Plan Consulting Team

Goodloe White, President of Porter White & Company

Goodloe White, CFA

President

Brooks Blair, Vice President of Porter White & Company

Brooks Blair

Vice President

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15 Richard Arrington, Jr. Blvd. N
Birmingham, AL 35203
(205) 252-3681
info@pwco.com

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General advisory services offered by Porter White Capital Advisors, Inc.
Investment advisory services offered by Porter White Investment Advisors, Inc.
Municipal advisory services offered by Porter White & Company, Inc.

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