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Each retirement benefit plan is unique with special requirements and its own investment objectives.

Our Company Offers:

  •     Local Personalized Service

  •     Flexible Approach – Meeting Your Specific Plan Needs

  •     IRS Approved Prototype Documents

  •     Comprehensive Services – Meeting Both Investment & Administrative Needs

Our Experienced Advisors will:

  • Meet with you and discuss your needs, goals and objectives

  • Develop an investment program tailored to your plan, using the latest market data along with your company needs assessment

  • Implement and monitor your plan investments on a regular basis, making necessary changes to reflect changes in the economy and your plan objectives

  • Provide regular periodic reports and statements to keep you informed of all transactions

  • Regularly review the plan’s investment performance with you

Our Credentialed Administrators will:

  • Provide Plan Document Services, in-house recordkeeping and trustee services.

  • Relieve you of many of the burdens of plan administration

  • Provide you with the efficient operation of your plan

  • Ensure that the plan reporting, custody services, securities settlement and benefit payments are all completed and executed in an efficient and timely manner

  • Monitor the plan to determine whether or not your objectives are being met

More important than the services we offer, is the peace of mind you gain when you select Old Point Wealth Management to be your retirement services provider.