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Guidance Point Retirement Services

Name: Guidance Point Retirement Services
Address: 136 Commercial Street, Portland, ME, 04101, US
Telephone: +12073583099

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Guidance Point Retirement Services

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Guidance Point Retirement Services, Financial Consultant, 136 Commercial Street, Portland, ME.

06/30/2025

One of the big decision you have as a retirement plan fiduciary is what investments you should offer your employees. So how do you choose? What are some best practices? Check out our eBook on best practices to help you decide your retirement plan's investment menu design! https://hubs.ly/Q03kWxyZ0

Retirement Plan sponsors struggle with how to construct investment menus for employees. Our eBook examines how design can promote better retirement outcomes.

06/27/2025

As a retirement plan fiduciary, you understand through ERISA requirements that retirement plans must include an investment that retains a stable value. With periods of low interest rates, many of these options have similar returns but differing risk characteristics. But how do I know which option best suits my employees? That’s why we’ve created the '"Risk Free" Investment Options Are Changing eBook.' Take a look to find out how to choose the right stable value option for your plan. https://hubs.ly/Q03kWhzB0

Money Market Funds are popular investment choices for 401(k) & 403(b) plan. This free eBook helps plan sponsors to pick the right fund for their employees.

06/25/2025

Is your organization's retirement plan ERISA compliant? Download our checklist and see where your fiduciary governance gaps are! https://hubs.ly/Q03kWFxQ0

How can you avoid an unnecessary DOL audit & make sure your 401(k) or 403(b) retirement plan is in compliance with DOL standards? Download our checklist here.

06/23/2025

More retirement plan sponsors are asking their retirement plan consultants to be a 3(38) Advisor / Investment Fiduciary. But what does that mean? Should our plan consider this? Read our blog for more information about 3(38) advisors and whether it is right for your plan. https://hubs.ly/Q03kWv_J0 #338

As retirement plan sponsors look to avoid 401k litigation, one way to manage their fiduciary risks is by hiring a 3 (38) advisor. But what does it entail?

06/20/2025

Would you ever hire a primary care physician to perform open heart surgery? No? Well, would you hire a financial advisor who mostly works with family finances to oversee your organization's retirement plan? Surprisingly, many do. Here are 6 reasons why you should hire a dedicated Retirement Plan Consultant to oversee your organization's retirement plan! https://hubs.ly/Q03kWD0t0

Many Plan Sponsors hire a financial advisor they personally work with to help with their 401k plan. But, are they a Dedicated Retirement Plan Consultant?

06/18/2025

What does it look like when you hire a dedicated retirement plan consultant to take a look at your plan? Here's a case study where we performed a comprehensive fiduciary review. In this particular instance, we uncovered that the 401k recordkeeper was offering an artificially high crediting rate on the stable value product that was being subsidized by a high fee structure. What did we do next? Read our blog to find out! https://hubs.ly/Q03kWkYb0

401k Plan Sponsors often have difficulty understanding service providers supporting their plan. This 401k Case Study highlights steps to improve your process.

06/16/2025

We all know it costs money to offer a retirement plan to your employees. But who should pay for those costs? Your organization? Your employees? Both? Read our blog for 4 tips to help you decide. https://hubs.ly/Q03kWqZb0

Who Pays the Retirement Plan Fees? The Plan Sponsor? The participants? These 5 things will help you determine what works for your organization.

06/13/2025

One of our most popular blogs is written about Cash Balance Plans. So what are they? When would they be the correct retirement savings vehicle for your organization? Read our blog to find out! https://hubs.ly/Q03kWpHK0

I've heard of a 401(k), 403(b) and a Pension Plan. But what's this about a Cash Balance Plan? In this article, we'll dig into defining the Cash Balance Plan basics, the Pros and Cons of utilizing these plan types, and what situations may call for the use of these plans.

06/11/2025

We've seen a number of plans that we've encountered or been hired to improve that have offered 200+ investment options to their participant base. That's a lot! This begs the question, "what's the right number of investment choices to offer plan participants?" and "do we offer too many choices?" We review this common question in our blog. https://hubs.ly/Q03kWh6j0

401k fiduciaries have the important decision to make about the investment lineup offered to participants. So why are retirement plan menus consolidating?

06/09/2025

Are you a decision maker on a 403(b) plan but unsure if your retirement plan governance is focusing on the right things? Check out our blog, "Strengthen Your Governance with a 403(b) Fiduciary Governance Checklist" for tips on getting your governance system up to speed! https://hubs.ly/Q03kWgyJ0

This blog examines a 403b fiduciary governance document checklist as sponsors typically don't understand what is necessary to document a governance process.

06/06/2025

Target Date Funds continue to be popular investment options to retirement plan participants due to their ability to de-risk as they get closer to retirement. As a plan fiduciary, you have a duty to make sure that these are suitable for your employees. Our team sees some pretty common errors in Committee evaluations of Target Date Funds. Read more on our blog. https://hubs.ly/Q03kWgyG0

403(b) and 401(k) Plan sponsors can make 3 large mistakes when they evaluate Target Date Funds. This blog post uncovers them & steps towards solving.

06/04/2025

While employer sponsored retirement plans have done a good job helping their employees save for retirement, we haven't quite had the same impact after our employees retire. The SECURE Act in 2019 opens the door for some future changes. How? Read our blog to find out more! https://hubs.ly/Q03kWl570

This blog addresses 5 FAQs of how the SECURE Act lifetime income provision impacts retirement plan sponsors.

Address

136 Commercial Street
Portland, ME
04101

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12073583099

Website

http://www.guidancepointrs.com/

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