Accelerated recovery centers
In support of our company’s growth, we established a Profit Sharing and a Cash Balance plan two years ago. Unfortunately, the Advisors we initially worked with to create the retirement plans proved unreliable and unethical. We were left managing newly created plans with only a novice’s understanding of how they operated. Our TPA recommended Norwood Economics as an advisor that specialzed in Cash Balance Plans and 401(k)’s for small businesses.
Chris Norwood stepped in, analyzed our existing plans and patiently educated us on all aspects of the plans. Chris helped us evaluate our business needs and amend our plans accordingly, adjusting eligibility parameters, vesting schedules and adding a 401(k) component. He also recommended and implemented an investment strategy enabling us to satisfy our Cash Balance plan objectives. We now have solid retirement plans that are attractive to our employees and that align with our longer-term business objectives. Working with Norwood Economics has been a great asset to our company. They have earned our trust and we would highly recommend Chris and his team.
Jan Kelly, Senior Vice President
rebecca w. geyer & associates, p.c.
Norwood Economics has been a huge help to our business. They helped explain our 401(k) plan, and were able to drastically cut our expenses. In addition, Norwood Economics provides great customer service to our firm and to all of our employees.
Rebecca Geyer, Owner & Attorney
vision care ophthalmology
Norwood Economics has met our needs for management of our 401(k) and Cash Balance plan with clarity and efficiency. We greatly appreciate the expertise!
Dr. Barbara M. Schroeder, Owner
We are very satisfied with the level of service and account management we have received from Norwood Economics. Elizabeth and Chris are very responsive and are great consultative partners keeping up with our dynamic and constantly growing workforce. They tailor services to our specific needs and don’t miss a beat.
Monica Kiser, Total Rewards Manager