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Bryson Wealth Management Capabilities - 2013
Bryson Wealth Management specializes in creating tailored financial strategies for clients by leveraging over 60 years of combined experience in the retirement industry. The firm offers a wide range of services, including employee benefit consulting, retirement plan design, compliance review, and vendor analysis, aimed at meeting the unique needs of both private and public companies. Their mission focuses on developing strong client relationships and staying updated on industry changes to provide optimal financial solutions.
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Bryson Wealth Management Capabilities - 2013
- 1. Wealth Management Capabilities www.brysonfinancial.com3777 Long Beach Blvd. Suite 500 Long Beach, CA 90807
- 2. Create a Clientfor Life – Develop close relationships with our clients, to individually assess their needs, and design a customized strategy that best meets those needs. Bryson Wealth Management Provide Intellectual Capital – Draw upon the vast and wide ranging experience of our employees with over 60 years of combined experience in the retirement industry to assist clients in areas our competitors may not be equipped to service. Acknowledge and Recognize Change – To constantly be cognizant of current events in the industry and legislature so that we can continually adapt and change our plans and strategies to ensure the best interest of our clients. Our Mission Statement
- 3. Positioning Statement Bryson WealthManagement provides consulting services for private and public companies with a comprehensive process for helping companies evaluate, understand, and implement the best employee benefit, retirement plan, and insurance programs for employees and employers, by applying best practices, benchmarking, guidance through our vast array of intellectual capital on a customized and personal level. Bryson Wealth Management
- 4. A Network ofExperience • LPL Financial is the largest independent broker/dealer in the country.* • LPL Financial supports their advisors and provides them with the highest quality tools and services, and heightened best practices to deliver to Plan Sponsors. • These efficiencies help save time, reduce exposure to fiduciary liability and address ERISA, IRS and Department of Labor compliance requirements. Your Team of Experts Currently serving more than 10,000 individuals and over $300 million in retirement assets * As reported by Financial Planning magazine, 1996-2011, based on total revenue. Bryson Wealth Management
- 5. * Criteria usedto select clients was based on a relationship that we have built with the client. It is not known whether the listed clients approve of the advisor or the advisory services provided. Bryson Wealth Management Partial Client List
- 6. Retirement Plans Bryson WealthManagement
- 7. Building a Successful RetirementPlan Positioned For Success! Fiduciary Compliance Retirement Strategies Provide Plan Design ideas, Compliance Review, Plan Implementation Investment Due- Diligence, Fund Monitoring, Sample Provider Employee Communication & Education Vendor Analysis Benchmarking, Conduct & Present Consulting | Administration | Investments | Communication Corporate Objectives Bryson Wealth Management
- 8. A Continuum ofServices Plan Sponsor *Certain of the services referenced above are only available in advisory relationships. Bryson Wealth Management Investment Due Diligence Consulting Legislative Change Document Analysis Vendor Benchmark & Cost Analysis Fiduciary Liability Unknown Reporting Software Firm Semi-Annual Review Compliance Assistance Investment Policy Statement Determine Investment
- 9. A Continuum ofServices Participant *Certain of the services referenced above are only available in advisory relationships. Bryson Wealth Management Administrative Support Communication Conference Call Newsletters Gap Analysis Group One on One Webinar Investments (Continued)
- 10. Our Commitment • Requestquotes from up to four vendors • Generate customized report and analysis of approximately 300 data points, prepared by Bryson Wealth Management, which includes a vendor to vendor comparison of such services as: • organizational commitment & responsiveness • systems and technology • Plan sponsor and participant customer service • Comprehensive outsourcing • Error detection and performance standards • Investment flexibility and participant advice • Flexible & on demand plan & participant reporting • Support for plan documentation and reporting • Branding and quality of participant communication & education • Analysis of hard and soft dollar administrative, investment management, asset and other fees charged by each vendor Bryson Wealth Management
- 11. Administrative Support • InternalReviews • Provider plan/investment reviews • Plan Design • Liaison with other service • Provider benchmark • Fiduciary guidance and education Bryson Wealth Management • Investment Communications • Gap Analysis • Customer Enrollment Kits • Custom Communication • Campaign
- 12. Bryson Wealth Management Alldataasof09/30/10unlessotherwisenoted Dataprovided for this report is © 2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or loses arising from any use of this information. Past performance is no guarantee of future results. ABCCompanyRetirementPlan FeeAnalysisReport-Summary Total ($'s) Total (%) Fees Distribution Per Participant Invested Assets Total $ 5,976,000 No. 100 1st Source Advisor Net Investment Fees Total Plan Cost $ $ $ $ 14,650 7,476 29,068 51,194 0.25% 0.13% 0.49% 0.86% 29% 15% 57% 100% $ $ $ $ 147 75 291 512 Plan Size Average $ $ 5,000,000 10,000,000 1.12% 1.05% $ $ 488 578 Fees Distribution Fee Synopsis Plan Design, Compliance Review, Implementation
- 13. Investment Due Diligence &Monitoring Bryson Wealth Management
- 14. • Asset allocationmodeling • Assistance in identifying QDIA • Investment analytics • Investments manager search • Ongoing monitoring • Investment behavioral analysis • Investment policy statement review • Fiduciary review • Assistance in identifying investment options in connection with broad range requirements of 404(c) • Expense ratio review analysis Bryson Wealth Management Investments
- 15. Bryson Wealth Management Alldataasof09/30/10unlessotherwisenoted Dataprovided for this report is © 2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or loses arising from any use of this information. Past performance is no guarantee of future results. ABCCompanyRetirementPlan FeeAnalysisReport-Summary Total ($'s) Total (%) Fees Distribution Per Participant Invested Assets Total $ 5,976,000 No. 100 1st Source Advisor Net Investment Fees Total Plan Cost $ $ $ $ 14,650 7,476 29,068 51,194 0.25% 0.13% 0.49% 0.86% 29% 15% 57% 100% $ $ $ $ 147 75 291 512 Plan Size Average $ $ 5,000,000 10,000,000 1.12% 1.05% $ $ 488 578 Fees Distribution Fee Synopsis Investment Due Diligence
- 16. Employee Education & Communication BrysonWealth Management
- 17. Bryson Wealth Management PreparingParticipants for Retirement Readiness Education How much will I have at retirement How much should I defer Rollover Education Retirement Strategies
- 18. • Plan GovernanceStrategies • Provider Search and Analysis • Cost Analysis and Benchmarking • Contract Review Services • Best Practices Plan Design Assistance • DB Plan Termination • DC Plan Redesign Support • Deferred Compensation Bryson Wealth Management Consulting