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Pacific Pension Advisors
an affiliate of Pacific Financial Advisory Group LLC
Our Process For
Business Owners and Employers
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Get Acquainted via Phone or Zoom
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On Site Review of Due Diligence File
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Review Current Plan Set Goals
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Request For Proposals (RFP) from Third Parties
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Evaluate RFPs Received Select Plan Providers
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Timetable to Transfer Assets Enroll Participants
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Monitoring Investments and Quarterly Reviews
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Ongoing Participant Education
Let's Get Started
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