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Corporate Plan Services

Institutional Services
Director of Institutional Services John Bragg

Bragg Financial Advisors has served the corporate plan retirement community since 1964. Our clients include medical groups, manufacturing companies, attorneys and engineers, all of whom share the same objective of sponsoring a successful retirement plan for their employees. At Bragg Financial Advisors, we work closely with you to design, implement and maintain your qualified plan.

Specifically, Bragg Financial offers the following services to our corporate plan clients:

  • Consult with you regarding plan design
  • Conduct an RFP search for appropriate Plan Service Providers
  • Prepare the Investment Policy Statement
  • Identify appropriate investment management
  • Annually conduct a full Due Diligence of all investment options
  • Fully document all plan procedures and processes
  • Serve as a 3(21) or 3(38) Fiduciary Advisor to the plan with regard to investment manager selection and monitoring
  • Prepare signature ready documents

As a direct result of today's changing marketplace and to better serve the needs of Plan Sponsors, Bragg Financial Advisors offers custom designed solutions at both the Plan Level and Participant Level that satisfy the fiduciary requirements as set forth by ERISA legislation.