Who Benefits From These Services:

Employers/Plan Sponsors

We make your job as Plan Sponsor easier.  Services offered:

  • Investment Fiduciary Oversight
  • Custom Plan Design
  • Ongoing Investment Due Diligence
  • Fund Manager Dynamics Tracking
  • Vendor Analysis & Benchmarking
  • Guidance in Retirement Plan Committee Development

Employees

With the state of the U. S. Social Security system and the diminishing use of traditional pension plans, teaching employees that saving more today means reaching their retirement goals in the future is essential.  After identifying what your company’s objectives are for employee education, Alpha Omega offers the following services:

  • Group and Individual Educational Meetings
  • One on One Employee Investment Review
  • Direct Phone and Email Access to the Alpha Omega team for personal questions on investments options, contributions, loans, etc.