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Strengthening business, supporting employees

Strengthening business, supporting employees

We understand the challenges business owners and professionals face. The unique needs of your organization are of paramount importance and consequence. This is definitely not the time for some cookie-cutter solution. The professionals at GWS customize the guidance and strategies we offer to each client.

We help plan sponsors manage the dual roles of managing their fiduciary risk, while optimizing their savings benefits for plan participants. We assist with overall plan oversight and documentation, and consult to 401(k), 403(b) and 457 plans, profit sharing plans and cash balance plans.

Because we are willing to take on co-fiduciary responsibility, we stay current with all regulations and statutes that define the conduct of a fiduciary. Our goal is to help plan sponsors provide well-constructed plans that are designed in their participants’ best interests, while minimizing expenses and complying with all Department of Labor and ERISA regulations.

Our consulting services focus on the following areas:

Acting as an ERISA 3(21) fiduciary, we implement a risk management strategy that outlines the objectives and responsibilities of your investment committee. Annual fiduciary training ensures that your committee is well versed in the ever-changing fiduciary landscape.
Tailored to each company, we help analyze different plan features to enable the plan to be designed according to end goals and to benefit your employees.
Investment management begins with the design and implementation of an Investment Policy Statement (IPS). This serves as the foundation for all investment-related decisions for the plan. Our monitoring process ensures adherence to the IPS.
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In the business world, everyone is paid in two coins: cash and experience. Take the experience first; the cash will come later.

Harold S. Geneen

Gateway Wealth Strategies
Greenville

1041 Verdae Boulevard | Greenville, SC 29607 | 864-660-7647
Fax: 864-298-0049 | Map and Directions

Travelers Rest

42 Plaza Drive | Travelers Rest, SC 29690 | 864-834-9031
Fax: 864-660-1057 | gary.pouch@raymondjames.com | Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gateway Wealth Strategies and the Bank of Travelers Rest are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any Federal government agency, not bank guaranteed, subject to risk and may lose value.

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