Your money, your associates, your reputation, your retirement plan, your business: they matter.
At The Cerrado Group, we know the impact our uncommon expertise can have on the retirement plan business. Record-keeping and the administration of retirement plans is complex, specialized work. And the effects of getting it wrong can be paralyzing in both the long and short term. Are you or others on your staff experts at navigating the regulatory filings, compliance requirements and legal aspects of a retirement plan? Can you or others on your staff interpret all the plan provisions?
You wouldn’t go to the dry cleaners to get a tooth pulled. And you wouldn’t go to a tax attorney for automotive advice.
We have the tools, the teams and the knowledge to serve our industry.
Choose an area of expertise below to find out more information.