401(k) & Pension Plans
401(k) & Pension Plans comprise over $7 trillion dollars.
Cambridge Financial Services, Inc. is one of the last completely independent consultants for 401(k) and pension plans. We do not have or sell any 401(k) and Pension Plan proprietary products. As a result you have the security of knowing that our only interest is in satisfying your company needs.
Cambridge provides the solutions to these FAQs:
- When do we fire an asset manager? See Cambridge Asset Manager Monitor Analysis©
- Who are good and bad asset managers and why?
- What asset managers are taking unnecessary risks?
- What asset managers are changing their style of investing?
- Which investments are suitable for our 401(k) and Pension Plans?
- How do we know our investments are suitable for our employees?
- How many investments do we need in our 401(k) and Pension Plans?
- What kinds of investments are not suited to a 401(k) and Pension Plan?
- What is a good rate of return?
- What is an acceptable degree of volatility for an investment?
- How do we provide investments for conservative to risk-taking employees?
- How do we explain investing to our employees who are unfamiliar with investments?
- How do we match our plan liabilities to our plan assets?
- How do you develop portable alpha?
- When to use alternative investments in a portfolio?
- How to avoid IRS listed prohibitive transactions?
