Broker Check

Our Process With You

Step 1

Step 1

Share with us your current plan documents so that we have a better understanding of what plan you currently have in place. (If you don't have a plan, skip to Step 4)

Step 2

Step 2

Forerunner's team will use propriety technology and analysis to work through your plan to define its strengths and weaknesses. 

Step 3

Step 3

We will review our findings with you to let you know what you're currently paying, and what you're actually getting.

Step 4

Step 4

We establish your goals and then modify your plan (or build a new one) in order to meet them, finishing with a formal Plan Agreement.

Step 5

Step 5

We introduce ourselves and communicate with your employees about your plan and how they can benefit from it.

Step 6

Step 6

You can sleep better knowing we have your back when it comes to your retirement plan, and your employee's are satisfied team members. FRPC continues to monitors your plan to ensure it meets regulation, cost goals, and remains the best fit for your objectives. (As well as continually educating the participants and making changes as needed)