retirement plans as comprehensive wealth advisory …...at a glance fortune 360 group provides...

At a Glance

Fortune 360 Group provides expertise in retirement plans and employee benefits for businesses, as wellas comprehensive wealth advisory and estate planning. Fortune 360 Group’s retirement plan divisionoffers fiduciary support, investment review, benchmarking, plan design and employee education, with afocus on a pathway to retirement for employees. The partners at Fortune 360 Group have written over$55 million annually in insurance and in 2019, advised on over $195 million in investments.

We have clients located in 21 states!

Advisory Services Offered Through Fortune 360 Group LLC, a Florida Registered Investment Advisory Firm and/or Investacorp Advisory Services, Inc., a SEC Registered Investment Advisory Firm. Securities are by licensed individuals offered through Investacorp, Inc., a Registered Broker/Dealer, Member FINRA and SIPC.

Florida • Washington • North Carolina | (954) 800 – 5500 or (253) 286 – 401K

Retirement Plans

Wealth AdvisoryEmployee BenefitsRetirement Plans

• Retirement Plan Services• Group Employee Benefits• HR & Benefit Automation• Wealth Advisory Services• Estate Planning

• Life, Disability & LTC Insurance• Business Consulting Services• Business Transition Planning• 1031 Exchanges

Our Team

Jessica R. SimpsonWealth Advisory Dept. [email protected]

Gabriel AyerbeGroup Benefits Dept. [email protected]

David RoachWealth Advisory [email protected]

Gregory Freitag,CFP®, MBA, AIF®, CLU, ChFCFinancial [email protected]

Dustin Jones, CFP®

Financial [email protected]

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AN INNOVATIVE FINANCIAL SERVICES FIRM

Fortune 360 Group LLC | Florida - Washington - North Carolina | (954) 800-5500 or (253) 236-4015

BenchmarkingFortune 360 Group benchmarks plans; evaluating fees, returns,

and employee + employer contributions compared to peers

in your specific industry.

ComplianceSimple, organized process to

evaluate, review, and monitor your retirement plan. Fortune’s process allows you to focus on

your core business needs.

Invest Care MonitorFortune 360 Group works with

Fiduciary Analytics and The Firm Reports to assist in the review and

monitoring of investments.

Fiduciary ProtectorHaving an advisor with the

capabilities to be a Fiduciary on your plan is paramount with new

regulations.

EducationEmployee education is essential in

the success of a retirement plan through seminars and one on one

meeting Fortune helps employees appreciate their plan.

Building a stronger retirement plan for your company.Retirement Plan Solution

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Fortune 360 Group assists in meeting fiduciary responsibility and improving operational efficiency.

Fiduciary Review

Plan Design Plan Performance Benchmarking 404(c) NoticeEvaluates plan design and compliance issues

Charts participation, deferral rates, and plan performance

Benchmarking of Total Plan Cost

404(c) Notice and Statement

!

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Our system provides a proven process to monitorand evaluate fund managers and investment strategies.

Investment Policy Statement

Comprehensive and independent, utilizing a

well-documented process and methodology.

An Institutional Approach

Investment Policy Statement

Quantitative Metrics

Investment Menu

Qualitative Metrics

Investment Universe (20,000+ Investments)

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Service Calendar - 401k PlanFourth QuarterFirst Quarter

Meet with all general managers or HR staff to coordinate employee meetings

Update Service Plan Schedule

Second Quarter Third Quarter

Plan Design

Investment Committee Meeting

Investment Review

Employee Education

Compliance

Provide investment committee with report on success of employee

participation and contribution level

Develop plan with investment committee for employee group meetings and one-on-one meeting dates and rollout of meetings

Update Service Plan Schedule Review fiduciary scorecard

FI360 fiduciary analytics investment snap shot review & investment committee

review

FI360 fiduciary analytics investment snap shot review

FI360 fiduciary analytics investment snap shot review + create new investment plan

lineup

Review investment committee by-laws Review benchmark of your plan

Review plan design issues such as highlycomp, Roth, auto enrollment, etc.

Committee charterreview

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Provider Analysis Meeting Summary

Meeting Summaries

After meeting with your committee, we prepare a

customized Executive Summary, detailing results

and action-items, and providing valuable

documentation required during plan audits and

inquiries.

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Recruit and retain quality employees and afford them greater financial freedom in retirement.

Employee Education

All on-site meetings conducted by securities licensed representativesMulti-lingual enrollment materials

Pre-enrollment CommunicationProven record of increasing participation Neutral and unbiased investment education

Professional 401k/403b EducatorsVideo teleconferencing "Meet Me” meetings for remote locations

Customized Presentations

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Benchmark Your Plan

CompareBenchmark your plan and evaluate 5 year average returns as compared to peer group and industry.

ContributionsBenchmark employer contribution rates to peer group and industry.

OpportunitiesCheck opportunities for diversification.

ExpensesBenchmark fund expense, service provider fees, and advisor fees.

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Benchmark Your Plan

Fortune 360 believes in

transparency; fees are easier to fully

understand.

Advisory Fee ComparisonSample $10,000,000 Plan With 200 Participants

Standard Fortune 360

Assets (millions) Advisory Fee (%) Financial Advisory Fee Assets (millions) Advisory Fee (%) Financial Advisory Fee

0 to 2.5 0.61% $15,250 0 to 2 0.50% $10,000

2.5 to 5 0.45% $11,250 2 to 5 0.30% $9,000

5 to 8 0.25% $7,500 5 to 10 0.25% $12,500

8 to 10 0.20% $4,000 10 to 25 0.15% $0

10 plus 0.15% $0 25 plus 0.10% $0

Total 0.38% $38,000 0.32% $31,500

TPA ComparisonStandard Fortune 360

TPA Fee Cost Structure Annual Cost TPA Fee Cost Structure Annual Cost

Base Plan Charge Annual $2,000 Base Plan Charge Annual $1,250

Per Participant Fee $20 per quarter $16,000 Per Participant Fee $30 per year $6,000

Total $18,000 $7,250

Recordkeeping ComparisonStandard Fortune 360

Recordkeeping Fee Cost Structure Annual Cost Recordkeeping Fee Cost Structure Annual Cost

Asset Based Fee 0.28% $28,000 Base Plan Charge Annual $8,200

Per Participant Fee $60 per year over 100 participants $6,000

Total $28,000 $14,200

Total CostStandard Fortune 360

Total $84,000 $52,950

Plan Administration Savings With Fortune 360 Group1 Year 5 year

$31,050 $155,250

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Let us show you #The360Advantage

Fortune 360 group was founded with a unique vision to prioritize your health & financial wellness by providing sophisticated expertise in employee benefits, retirement plans, and wealth advisory services.

retirement plans as comprehensive wealth advisory …...at a glance fortune 360 group provides...

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