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Retiring comfortably does not happen by accident. |
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Roussel & Associates experience, knowledge, and resources will help your business
proactively implement and manage a plan that will allow your employees to reach financial well being and
peace of mind. But how do you know which plan(s) is best for you and your employees? Read our “Choosing
the Right Retirement Plan for Your Company” for helpful hints. |
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Retirement and Pension Plan Services
Roussel & Associates offers a full range of retirement planning services for employers
and your employees:
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Free
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of financial terms |
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Roussel Resources
Online
...plus more research articles and newsletters about retirement and personal financial planning
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401k |
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403b |
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Profit Sharing (SIMPLE, new comparability, social security integration) |
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412i |
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Defined Benefit Plan |
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Money Purchase |
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SEP |
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ESOP |
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Non-qualified Deferred Compensation |
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Confused about retirement plans, pensions and other employee benefit terminology? See our
Glossary of financial planning and related terms.
Retirement and Pension Plans—Our 3-Step Approach
Roussel & Associates uses a comprehensive, proactive approach to providing retirement
and pension plan employee benefit services to our clients.
| 1. Design |
2. Implementation |
3. Support |
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Assess your current retirement or pension plan (if you currently have one)
including cost benefit analysis |
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Research the demographics of the employee population |
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Research local competing employers |
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Discuss current plan and objectives with your Management team |
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Develop short and long term objectives and a benefit program approach |
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Research and compare vendors. See Roussel and Associates
Retirement and Pension Plan Partners |
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Create Request for Proposals (RFP's) for vendors |
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Negotiate pricing, plan designs, and present findings & recommendations |
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Propose a competitive retirement/pension plan program |
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Gather current, key data from employees and investment analysis information |
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Establish an internal communications program |
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Customize enrollment materials |
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Organize and carryout group benefit meetings |
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Conduct individual one-on-one meetings |
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Confirm investment decisions |
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Submit enrollment forms |
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Audit bills |
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Contact your company on a monthly basis to assist with any of your retirement
needs (employee enrollments/HR support/problem resolution –co-jointly with Group
Insurance, if provided) |
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Provide a one-step resolution for individual employee issues via telephone and/or email |
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Consult on investment policy statements |
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Provide ongoing compliance support |
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Continually review investment performance |
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Develop and present quarterly performance reviews |
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Consult on fiduciary liability |
Do you need a new employee benefits firm?
Rate your current employee benefit firm.
Find out what you should look for if you’re considering switching
to another employee benefit firm.
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Securities and Investment Advisory offered through Woodbury Financial Services. Inc,
Member FINRA, SIPC
P.O. Box 54284, St. Paul, MN 55164 800-800-2638
Roussel and Associates and Woodbury Financial Services Inc., are not
affiliated entities.
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Steve Roussel, owner of Roussel & Associates, is licensed to sell life and health
insurance in TN, KY, AL, GA, IL,
MN, MS, OH, and WI, and he is licensed to sell securities in TN, KY, GA and FL
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Roussel Resources Online 
