We recognize that a well-designed and managed retirement plan is critical to the sustainability of your total benefits package and the financial wellbeing of your employees. Focusing on ERISA Plan clients, we are versed in the complexities of successfully managing company-sponsored retirement plans. As your partner, we will navigate these complexities and challenges with you, your team, and your employees.
 
FIDUCIARY SERVICES

 ERISA 3(38) Discretionary Investment Manager
 Plan Governance
 Managed Risk Models
 Multiple-Employer Plan (MEP) and Pooled-Employer Plan (PEP) options

ERISA SERVICES

  We provide a single point of contact for all Service Providers
  Administrative
  Plan Design
  Corrective Actions
  Fiduciary Vault

EMPLOYEE SERVICES

 Advanced enrollment tools
 Advice from a licensed investment fiduciary
 Investment coaching from a CFP professional
 Financial Wellness classes
 Credit Repair resources
 Employee discounts for vehicle and home purchases

www.CuraFinAdvisors.com

CuraFin Advisors, LLC is located at 4747 N 22nd St., Suite 410 Phoenix, AZ 85016 480-284-7080. Confidential, proprietary information of CuraFin Advisors. The contents hereof may not be reproduced or disseminated without the express written permission of CuraFin.

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