305 Minnetonka Avenue South
Classic Financial Services brings more than a decade of experience educating 403(b) plan participants on plan provisions, plan changes, distribution options, and general financial education. We can help you develop education and communication strategies designed to increase participation, deferral rates and overall appreciation for the plan through targeted enrollment and education programs.
Participant success measures and retirement readinessWe have access to the tools and experience required to help determine "retirement readiness" at both the plan and individual participant levels. This can help you determine the overall effectiveness of the plan, monitor and benchmark participant success and evaluate the retirement readiness of your participant population.
Contact Us to today to discuss your 403(b) plan and participant needs.
Managing your retirement plan takes significant time and energy. In an ever-changing retirement plan landscape, you’re confronted with endless challenges and questions:
Are you paying too much in fees?Which investment managers are right for your plan?Who can provide the help you need to maintain compliance and fulfill your fiduciary obligations?
Classic Financial Services specializes in helping 403(b) plan providers get the most from their retirement benefits program. We offer you the advantage of our knowledge and experience, supported by the resources and research capabilities of LPL Financial, one of the nation’s leading financial services companies.
Our comprehensive approach includes:
At Classic Financial Services we’re passionate about helping you provide an effective retirement plan to your employees. As retirement plan specialists, we strive to help you adhere to a high standard of fiduciary excellence. We place plan participant interests first as we seek to educate, create clarity and encourage better use of the plan and its integration with their personal planning.
As a Certified Financial PlannerTM (CFP®) professional and an Accredited Investment Fiduciary® designee, Katie Williams adheres to a strict code of ethics as defined by the CFP Board in providing group and one-on-one participant education. Serving as an active and ongoing partner to plan sponsors and fiduciaries, she also brings the experience and resources to assist plan fiduciaries in understanding and addressing their duties and reviewing plan documents.
The AIF® designation is a mark of distinction, which demonstrates a commitment on the part of designees to high standards of fiduciary excellence. AIF® designees have a reputation in the industry for their ability to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures. Learn more