AXIUS - Retirement Plan Advisory Services Firm

Retirement Plan Advisory Services Firm

At AXIUS we understand how important it is to plan for retirement

Our role is to assist our corporate retirement plan clients with establishing employer sponsored retirement plans, educating employees and providing financial planning guidance to all participants in the plan. AXIUS reviews fund holdings available in the retirement plans to create a diversified investment menu for participants.

Common Retirement Questions

What will AXIUS Financial provide to Retirement Plan Human Resources:

  • Go to guidance on fund selection for the plan
  • Be a liaison between the participant and Human Resources
  • Provide a central location for all benefits the employer provides to their employees

What will AXIUS Financial provide to Retirement Plan Participants?

  • Face-to-face educational/enrollment meetings (number of meetings to be determined by sponsoring company)
  • Work with plan participants one on one (consultations)
  • Provide participants with an Employee Dashboard
    • Real time retirement projections
    • Aggregate the participant’s life
    • Details on all company benefits
    • Vault access
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