Retirement Plan Services
Managing Partner, Joe Gordon, started his career working with plan sponsors 35 years ago. After building a successful retirement plan consulting firm in the 80's & 90's, Joe decided to launch Gordon Asset Management, LLC in 2001. Fast forward to today, Joe drew upon all facets of the industry to assemble a highly-skilled team of individuals with the knowledge, experience, and drive to continue his vision.
How do we help?
- Fiduciary Governance- Steering you clear of potential liabilities while sharing your fiduciary responsibility.
- Cost Control- Helping you to balance the cost & value of service providers and investment options.
- Plan Design- Ensuring you get the most out of your benefits dollars through effective design.
- Operational Support- Reducing your administrative burden by streamlining day-to-day operations.
- Investment Management- Prudently selecting and monitoring investment options.
- White Glove Participant Service- Giving your employees the attention they deserve.