Shepherd Financial Services is a team of professionals experienced in developing retirement plans to help meet the goals and objectives of both employers and their employees. Our team has the knowledge, experience, and integrity earned through the years, to advise you on the products and services that are appropriate for your business today and flexible enough to meet your needs in the future. Shepherd Financial Services takes great pride in being a leader in the field of retirement plan consulting.
By participating with Shepherd Financial Services, you benefit from our experience in:
Plan Consulting and design
We will review your existing plan documents, plan provisions, assets and investment choices, and make plan design recommendations to help meet your plan's goals and objectives.
Plan Conversion and enrollment services
As part of plan conversion, we will implement the transition of your plan administration and help you communicate all the necessary information to your employees.
Online access for 401(k) participants
We offer online account access, providing balances, investment research, loan modeling, investment guidance, and more.