Retirement Plans

What We Do

We work with companies to create purpose-driven retirement plans that empower employees to achieve their retirement goals.

The Value of Employee Advice

Studies show that employees are not prepared for retirement:  

• Only 4% of employers are very confident their employees will have adequate retirement assets¹, down from 30% in 2011 ƒ
• 57% of employees ages 55+ have not used a retirement calculator to determine whether they are on track for an adequate retirement income²

Employees know they need help
With seven out of 10 employees reporting they lack the time, interest or knowledge to manage their retirement plan³ and more than half confessing confusion about it⁴, the need for advice is great. 

Our Employee Advice Solution can deliver the right kind of help at the right time for each individual. 
Participants receive:

• ƒPersonalized retirement progress reports, projecting potential retirement income based on their current plan
• ƒPersonalized advice, giving them answers to their questions, such as:
  • How much should I save?
  • How do I invest in the plan?
  • How can I stay on track?

Please download the program brochure or call our office for more information.

¹2012 “Hot Topics in Retirement” study, AON Hewitt, January 2012 ²Society of Human Resource Management, September 2011 ³401(k) Plans Under Pressure, Charles Schwab, Advantage 2011 ⁴The New Rules of Engagement for 401(k) Success, Charles Schwab, June 2010

Our Service Model

At Flynn Financial Partners, we help our clients create retirement plans that have a single purpose:  to help their employees reach their retirement goals.  How do we do it?

• Fiduciary Assistance, Services and Training (F.A.S.T.)

You have many responsibilities in addition to administering your company’s retirement plan(s).  In order to support you, we offer a comprehensive program to help protect you and your employees.  Learn more about this unique program and take our complimentary self-assessment tool to see where you stand.

• Plan Design and Implementation

We take the time to sit down together in order to understand your company’s goals and objectives.  Nothing we do is “off-the-shelf”: our recommendations and solutions are customized to your company’s unique needs.

• Provider Due Diligence

We engage in a thorough, documented proposal process to identify the plan providers that are the best fit for your company.

• Investment Selection and Monitoring

As your plan’s partner, we utilize competitive proprietary research and analysis with complete objectivity in selecting and monitoring plan investments.  We provide thorough reporting of investment performance and fund replacement recommendations.  We also deliver an annual fiduciary review of your plan.

• Employee Education and Seminars

Our team conducts on-site enrollment and semiannual education meetings to make sure that employees make informed decisions and stay committed to them.  Before talking about any specific investment options, we take the time to educate employees about cash flow and basic financial planning principles.  If you don't have your budget under control, then chances are you're not going to be thinking about saving for retirement.

We also provide custom seminars for your organization to help employees reach their retirement goals.  Here is a list of sample topics.