Retirement Plan Services

Jacobs Financial Partners, LLC assists clients in the management of complex Pension and Profit Sharing Plans. We utilize a select group of investment managers and plan administrators to help in the design, implementation and ongoing service of your plan. The following is an overview of what we have to offer.


Profit Sharing          New Comparability
401(k)                       Money Purchase
403(b)                       Age Weighted           


Initial and Ongoing Plan Services


  • Review Current Plan design, investments and communication
  • Recommend Plan Design changes and/ or enhancements
  • Discuss Investment Mix
  • Create Plan Design to Maximize Contributions
  • Develop Investment Policy Statement or Plan Document
  • Semi-Annual Meetings with Trustees to review
    Investments across peers and benchmarks
  • Ongoing employee enrollment and informational meetings