Financial Services
A participant directed retirement plan, such as a 401(k) plan is an important tool to attract and retain high quality employees. Sponsoring a 401(k) plan, however, creates new responsibilities and important decisions must be made relative to investment options, service providers, plan provisions and expenses. CGI’s Retirement Plan
Division will work with the plan trustee in performing a retirement plan analysis as part of an on-going due diligence process:

CGI Financial Services provides an analysis encompassing the following areas:

• Fees and expenses
• Investment policy
• Plan document provisions
• Fund selections and performance
• Provider services
• Education program

Trustees who sponsor qualified retirement plans have the fiduciary responsibility to implement a prudent process by which investment options, fees and service providers are evaluated and selected. CGI’s Retirement Plan Division will work with you to ensure a prudent process is in place. With the increased emphasis of 401(k) plans in the retirement planning future of all Americans a successful plan will help you employees achieve a secure financial future.

Securities offered through L.M. Kohn & Co., Member FINRA / SIPC
9810 Montgomery Rd., Cincinnati OH 45242 800-478-0788.