To work proactively helping companies navigate their way to a successful retirement plan solution.
We focus on comprehensively addressing the fiduciary details so that employers are free to focus on their business. As 401(k) plan specialists, the professionals at The Segrust Group focus on presenting investment options, managing any necessary changes in 401(k) options, and providing ongoing participant education regarding investment strategies.
The Segrust Group founder, Clifford Cadle has created a 6-Step Retirement Plan Process to assist plan sponsors and participants in navigating through the complex retirement process. Cliff has many years of financial advisement experience and serves clients in multiple industries and across the U.S.