Retirement Plans

Coaches the team that oversees your organization’s retirement planning activities.

At Excel-FRS, our focus is on creating, implementing, and supporting retirement plans that are customized to meet the specific needs of each of our clients. We carry fiduciary responsibility for the plans we manage, and let independence, objectivity, and transparency guide us in this role.

With over 100 401(k) and other defined contribution plans currently under management, Excel-FRS has the expertise to design the most effective plan to help you reach your ultimate objective – enabling your employees to retire successfully. We use flexible plan models that allow us to choose the investments best suited for your company, with a broad range of options in diversified asset classes. Our ongoing customer service includes regular investment analysis and evaluation, adjusting your allocations when necessary to increase the value of your plan and maximize employee participation. As your partner, Excel-FRS knows what employees seek and value in their retirement plan, and stay focused on achieving the plan that’s just right for your organization.

The Excel-FRS team has significant experience and knowledge in the development and maintenance of 401(k) and other corporate retirement plans. From its founding, the firm’s retirement planning services have evolved to meet the changing needs of its clients, who include corporate, non-profit, and government organizations. Investment management and advisory services are available for both municipal and private pension funds, 401(k) and 403(b) plans. Each member of the team brings a unique perspective to retirement planning, based on hands-on experience working with a variety of clients.

Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

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Contact eXcel-FRS!

Philip J. Fogli, Jr. CLU, ChFC, CFP®, AIF®
David Marcinowski
Dawn Wilson