Retirement Solutions

“BRIO’s willingness, patience, and availability to meet with employees, whether one-on-one or in group webinars, demonstrates the consistent excellent customer service that sets Brio apart.

CAROLYN KLEMENS, HR MANAGER, Neighborhood Defender Services, New York
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Retirement Solutions

“BRIO’s willingness, patience, and availability to meet with employees, whether one-on-one or in group webinars, demonstrates the consistent excellent customer service that sets Brio apart.

CAROLYN KLEMENS, HR MANAGER, Neighborhood Defender Services, New York

Brio Financial Services is a group of specialists focused on assisting Employers and Plan Participants in their journey towards retirement readiness.

01.

Fiduciary Oversight

  • Investment Management
  • Investment Policy Statement
  • Investment Selection and Monitoring

02.

Employee Education

  • Educational Materials and Seminars
  • Education Strategies and Monitoring
  • Custom Risk and Target Date Models

03.

Plan Management

  • Issue Resolution
  • Fiduciary Audit File
  • Monitoring Fees and Fee Analysis

04.

Cost Containment

  • Needs Assessment
  • Benchmarking
  • Provider Search and Oversight

The greatest impact we have on your overall retirement readiness is by implementing the correct plan design and set your employees on a path to achieve their retirement-plan goals.

Responsible flexibility and options that include customized solutions.

  • 401(k) plans
  • 403(b) plans
  • Profit-sharing plans
  • Defined benefit plans
  • Nonqualified deferred compensation plans
  • Employee stock ownership plans (ESOPs)
  • Self-directed brokerage accounts
 

Take Our 3-Question Quiz

Download now our white paper on current legal issues facing ERISA retirement plans triggered by COVID-19 and notable opinions from the United States Supreme Court.

 
 

Investment Advisory services provided through Aurora Private Wealth, Inc., a Registered Investment Advisor. Certain representatives of Aurora Private Wealth are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA Member SIPC. Check the background of this firm on FINRA’s BrokerCheck.. APW Capital, Inc.,100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

 
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