Retirement Services

The expertise to help you address your retirement program goals.

The services to lift the burden of managing your plan from your shoulders.

With decades of experience in the retirement field and specifically 401(k) and 403(b) plans, Frenkel Benefits – an EPIC Company qualified professionals provide experienced retirement oversight to plan sponsors.

Your Frenkel Retirement Specialist will help you to get the most from your planning dollars – working hand-in-hand with you to help you manage all aspects of your retirement plans, including:

  • Plan reviews
  • Resolving issues with carriers and other providers
  • Developing and documenting investment policy guidelines with clear benchmarks
  • Analyzing and documenting investment performance
  • Educating employees about retirement planning and investment choices
  • Providing ongoing employee communications
  • Individual Employee Investment Counseling
  • Keeping you up to date on new legislation and compliance issues

With Frenkel Benefits, you can focus on the other aspects of your job, knowing that you have retirement specialists working in conjunction with you.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Frenkel Benefits – an EPIC Company and LPL Financial are separate non-affiliated entities. The LPL Financial Registered Representatives associated with these services may only discuss and/or transact securities business with residents of the following states: NY, NJ, CT, PA, MA, CA, CO, OH