DiMatteo Group-Florida Inc.

Target the right pooled 401(k) arrangement for your business or association.

 

Let The Target Advantage Work For You

If you think it is expensive to hire a professional, wait until you hire an amateur.” – Red Adair

Target is a professional financial services group with over 60 years of experience.  

Our Pooled Plan Services Offer

Less Risk

401k plans carry compliance risk because 67% of DOL random audited plans fail, costing billions. They also carry fiduciary risk that create personal liability for company owners and principals. Target leverages outsourcing to offset these risks to the highest degree allowed by law.

Less Responsibility

Target helps you find the right partner to alleviate over 90% of your administrative responsibilities in offering a 401(k), leaving you more time to run your business.

Lower Cost

Pooling hundreds of company retirement plans together provides scale that allows Target Retirement Solutions to provide clients a lower-cost solution even with expanded services.

Not All Pooled Plans Are Created Equally

Experience Over Enthusiasm

Choosing a partner to work with to oversee your companies retirement plan is a critical decision. We understand that. The industry is booming, with startups claiming to offer pooled plans. The issue is that many of them have no real experience administering plans. Target has worked with partners who have over 25 years in the pooled plan space and can offer clients thoughtfully vetted options. 

It All Starts With You

The people who make your business or association shine deserve to be put on a path to a successful 401(k) Journey.

Business Owners & Associations

*Reduced fiduciary liability
* Administrative outsourcing
* Economies of scale pricing
* Retirement tools and resources for participants * Attract new members
* Retain existing members

Let’s Connect.

We are ready to help you and your team get the most out of your retirement plan. Please reach out to our team when you are ready.

DiMatteo Group-Financial Services is affiliated with Target Retirement Solutions and provides individual wealth management. 

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This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

 

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