Your Retirement Plan Resource Center
Through SUITE(k) you have access to both a plan level retirement team, as well as a team of fee-only financial planners through S.E.E.D. Planning Group that are available to answer your questions and discuss other financial topics.
Employees:
Who are we? How can we help?
S.E.E.D. Planning Group
(Where Employees Go For Help)
- A fee-only financial planning and investment fiduciary for employees
- Planners provide guidance to employees on their specific plans, as well as hosting on-site education meetings
- Provides a complimentary annual review to each employee
- Helps you understand how all your financial pieces fit into your overall financial picture
- Our planners can suggest an optional financial planning program, if appropriate, based on your specific circumstances. These programs were designed specifically to help you address all other questions and concerns outside of your 401(k) or SIMPLE IRA retirement plan.
Retirement Plan Team
(Your Employer Link to Retirement Plan Success)
- A division of S.E.E.D. Planning Group helping employers administer their 401(k) plans and SIMPLE IRAs
- Dedicated “go-to” between your retirement plan vendor and employer
- Answers your plan level questions
- Works with retirement plan committees to provide investment oversight and plan design tailored to your company’s mission
- Provides your employees with an annual education plan and valuable retirement planning resources
- Helps employers craft and adhere to an Investment Policy Statement (IPS) for their Plan Investment line-upÂ
- For more information, please visit www.seedpg.com/suite
Your Team
Starting Points
Looking for financial planning resources and insights? Check out our “Ditch the Suits” Podcast.
Our Podcast was ranked in the top 20 finance podcasts for 2022 by Financer.com, and top 10 best finance podcasts on Spotify by Podcastle AI.
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.