Skip to main content

Faubourg Private Wealth

  • Who We Are 
    • Our Team
  • What We Do
    • Our Services
    • Our Commitment
    • The Cheval Strategy
    • Retirement Plans
  • Resources 
    • Life Insurance Quotes
    • Faubourg Market Commentary
    • The Slow Money Show
    • Bond Market Perspectives
  • Join Our Team
  • Client Login
    • Wealth Dashboard
    • LPL Financial Login
    • TD Ameritrade
    • Personal Financial Website
  • Contact

    You are here

  1. Home
  2. What We Do
  3. Retirement Plans
  4. Start-Up a Retirement Plan

Start-Up a Retirement Plan

  • Do you know where to begin?
  • Do you know all the costs and how to compare them between providers?
  • Do you know the inherent fiduciary risks and how to mitigate them?

The task of starting a retirement plan can be daunting. The current (and ever-changing) regulatory environment, the volume of retirement plan products available, and the sheer number of options in service are riddled with legal fiduciary liabilities. Taking the time to navigate this uncharted territory steals time and resources from your business. And mistakes are costly. You and your employees – your most valuable assets – can lose years of retirement savings and confidence in their financial situation.

How We Can Help

Our first step is understanding your needs and objectives specific to your business. Our in-house proprietary provider search and Request for Proposal (RFP) service can help you understand important retirement plan issues, such as investment performance, expenses, and operational efficiencies. We enable you to easily compare dozens of plan providers and make decisions with confidence.

Our team provides concierge-level service in all aspects of your plan, from design assistance to employee enrollment support. We also provide 3(38) and 3(21) fiduciary services to limit your liability. We provide a customized retirement portal and personal financial website for each of your employees. We pride ourselves on our one-on-one employee engagement and onsite educational seminars.

Our ongoing bench-marking and participant engagement strives to give you the confidence to know that your plan is efficient, addresses compliance concerns and fiduciary responsibilities, and that your participants have the access to the educational and financial resources they need to provide for themselves and their families.

Contact us and see how we can help you with your Retirement Plan needs.

Contact Us

logos

Entities shown above are not affiliated with LPL Financial, Faubourg Private Wealth, or Level Four Advisory Services.

What We Do

  • Our Services
  • Our Commitment
  • The Cheval Strategy
  • Retirement Plans
    • Start-Up a Retirement Plan
    • Keep & Improve Your Current Plan
    • Replace Your Current Plan

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Metairie 
2800 Veterans Memorial Blvd., Suite 220
Metairie, Louisiana 70002-6101
main: (504) 321-0923
fax: (504) 321-0941

Old Gretna
310 Huey P. Long Avenue, Suite 100
Gretna, Louisiana 70053-5791
main: (504) 509-4100
fax: (504) 321-0941

Larose
11872 Highway 308
Larose, Louisiana 70373-5877
main: (985) 693-8700
fax: (985) 693-8701

Covington
100 Menetre, Suite B
Covington, Louisiana 70433
main: (985) 612-7600
fax: (504) 321-0941

     

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through 360 Wealth Management, a registered investment advisor. 360 Wealth Management and Faubourg Private Wealth are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, GA, LA, IN, MA, MS, NC, NY, PA, TX, UT, and VA.

© 2019 Faubourg Private Wealth. All rights reserved.

Website Design For Financial Services Professionals