Retirement Plan Services and Consulting

Retirement Plan Services and Consulting

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Your corporate retirement plans are filled with many design options; 401(k), ROTH, SIMPLE-IRA, Profit Sharing, SEP-IRA, and Defined Benefit plans. Knowing which design is right for you requires experience, knowledge, and trust—fundamentals that our team is committed to.

We offer experience with medical professionals and the unique challenges and decisions they face throughout their lives. As personal lives and financial options change, we are there to provide ongoing guidance on how to adjust your portfolio to maintain a steady path to retirement. The Financial Services team can also help your practice establish or redesign the appropriate retirement plan through the following options:

  • Getting Started – Implementing a retirement plan for your practice.
  • Plan Design Analysis – Helping to ensure that your retirement plan meets your needs (maximizing contributions, lowering taxable liabilities, employee retention and benefits, etc.).
  • Plan Benchmarking – Reviewing the plan fees, funds, and performance.
  • Plan Compliance Tools – Procedures that are required to meet plan responsibilities.

FSG Retirement Plan Services and Consulting Contact: Brad Radochonski

Brad focuses on corporate retirement plan solutions, with an emphasis on defined contribution and defined benefit plans. His more than 18 years of experience allows him to identify opportunities through plan design reviews, create strategies to alleviate a plan’s day-to-day administrative duties, develop fiduciary procedures for plan sponsors, provide ongoing participant education, and recognize cost saving areas within a plan.

Phone: 720.858.6279
Toll Free: 800.421.1834 Ext. 6279
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Brad Radochonski offers securities through The Leaders Group, Inc. Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. COPIC Financial Services Group is not affiliated with The Leaders Group, Inc.

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COPIC Financial Service Group is an insurance brokerage firm representing a variety of insurance carriers. Products offered by COPIC Financial Service Group are not issued by COPIC Insurance Company.