Date post: | 08-Sep-2014 |
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Services |
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Bryson Wealth Management
www.brysonwealthmanagement.com 3777 Long Beach Blvd. Suite 500 Long Beach, CA 90807
Create a Client for Life
Develop close relationships with our clients, to individually assess their needs, and design a customized strategy that best meets those needs.
Acknowledge and Recognize Change To constantly be cognizant of current events in the industry and legislature so that we can continually adapt and change our plans and strategies to ensure the best interest of our clients.
Provide Intellectual Capital
Draw upon the vast and wide ranging experience of our employees with over 60 years of combined experience in the retirement industry to assist clients in areas our competitors may not be equipped to service.
Our Mission
Bryson Wealth Management
Wealth Management
Bryson Wealth Management
Bryson Wealth Management provides consulting services for private and public companies with a comprehensive process for helping companies evaluate, understand, and implement the best employee benefit, retirement plan, and insurance programs for employees and employers, by applying best practices, benchmarking, guidance through our vast array of intellectual capital on a customized and personal level.
Bryson Wealth Management
Legislative Information
• LPL Financial is the largest independent broker/dealer in the country.*
• LPL Financial supports their advisors and provides them with the highest quality tools and services, and heightened best practices to deliver to Plan Sponsors.
• These efficiencies help save time, reduce exposure to fiduciary liability and address ERISA, IRS and Department of Labor compliance requirements.
Currently serving more than 10,000 individuals and over $300 million in retirement assets
* As reported by Financial Planning magazine, 1996-2011, based on total revenue.
A Network of Experience
Your Team of Experts
Bryson Wealth Management
Retirement Plans
Bryson Wealth Management
Plan Sponsor
*Certain of the services referenced above are only available in advisory relationships.
Investment Due
DiligenceConsulting
Legislative Change
Document Analysis
Vendor Benchmark
& Cost Analysis
FiduciaryLiability
Unknown
Reporting Software
Firm
Semi-Annual ReviewCompliance
Assistance
InvestmentPolicy
Statement
Determine Investment
Bryson Wealth Management
A Continuum of Services
Participant
*Certain of the services referenced above are only available in advisory relationships.
Administrative Support
Communication
Conference Call
Newsletters Gap Analysis
Group One on One
Webinar
Investments
A Continuum of Services (Continued)
Bryson Wealth Management
• Request quotes from up to four vendors
• Generate customized report and analysis of approximately 300 data points, prepared by Bryson Wealth Management, which includes a vendor to vendor comparison of such services as:
• organizational commitment & responsiveness• systems and technology• Plan sponsor and participant customer service• Comprehensive outsourcing• Error detection and performance standards• Investment flexibility and participant advice • Flexible & on demand plan & participant reporting• Support for plan documentation and reporting• Branding and quality of participant communication & education
• Analysis of hard and soft dollar administrative, investment management, asset and other fees charged by each vendor
Our Commitment
Bryson Wealth Management
• Asset allocation modeling
• Assistance in identifying QDIA
• Investment analytics
• Investments manager search
• Ongoing monitoring
• Investment behavioral analysis
• Investment policy statement review
• Fiduciary review
• Assistance in identifying investment options in connection with broad range requirements of 404(c)
• Expense ratio review analysis
Investments
Bryson Wealth Management
Preparing Participants for Retirement Readiness
Education
How much will I have at retirement
How much should I defer
Rollover Education
Retirement Strategies
Bryson Wealth Management
Bryson Wealth Management
Bryson Wealth Management
• Plan Governance Strategies
• Provider Search and Analysis
• Cost Analysis and Benchmarking
• Contract Review Services
• Best Practices Plan Design Assistance
• DB Plan Termination
• DC Plan Redesign Support
• Deferred Compensation
Consulting
Bryson Wealth Management
Bryson Wealth Management
We CareWe value creating strong lasting relationships with our clients. We also value duplicating those relationships with our carriers and other vendor partners because we know that will result in a win-win for everyone. We truly care about you, your employee, your business, and we want you to succeed.
Your success is our success, which is our ultimate goal.
Bryson Wealth Management
Bryson Wealth Management
www.brysonwealthmanagement.com
Bryson Wealth Management