Vita Planning Group understands the important role a retirement plan plays in your employees’ lives. With hundreds of millions of dollars invested in 401(k), 403(b), and other retirement products, we work with all clients to tailor retirement plans that fit their corporate vision as well as their employees’ needs.
Our financial planning experts design custom investment arrays to carefully balance risk and return, diversity, and plan expenses. We ensure that plans are designed to best meet each client’s needs. In addition to compliance assistance and fiduciary oversight, the high quality of our Administrative Support and Employee Education are key elements that set us apart from the rest.