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Helping Business Owners

My team and I are passionate about designing a retirement plan that takes into account the needs of both your organization and your workforce. We adhere to a high fiduciary standard of care while seeking to help you offer a tailored mix of investment options, education and personalized counseling to your employees as they pursue their retirement goals.

1

Plan Operations

  • ​Plan design + enhancement

  • Turnkey implementation

  • Plan and participant reporting

  • Plan benchmarking

  • Auto enrollment and auto increase features available

  • Pre-tax and after-tax (Roth) salary deferrals

  • Plan Sponsor Training

2

Fiduciary & Compliance

  • Investment committee support

  • ERISA and non-ERISA support

  • Investment selection and monitoring

  • Investment Policy Statement formation and review

  • Fiduciary Training and regulatory updates

  • Quarterly meetings, updates, and reports

  • Legislative updates

3

Employee Experience

  • Group education workshops

  • One-on-one Meetings

  • Quarterly Newsletters

  • Year-round communication

  • Videos, blogs, checklists, and calculators

  • Range of cost-effective investment options

  • Online enrollment experience

  • Virtual meetings

2395 Lancaster Pike

Reading, PA 19607

P.O. Box 629

Douglassville, PA 19518

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LPL Financial Form CRS

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brad.schneider@goodlifefa.com

Office: (610) 628-2077

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Financial Advisors and Good Life Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, CT, GA, MD, MO, NJ, and PA.

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