Zuna, LLC

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Zuna Investment Advisors 0 Skip to Content Work with us Open Menu Close Menu Work with us Open Menu Close Menu Zuna is a Registered Investment Advisor (RIA) providing clients with tailored 401(K) and Employee Benefit solutions in the Wealth and Investment Management arena. WHAT WE DO Comprehensive 401(k) Consulting Services Why is it important? Comprehensive consulting services means Zuna exercises deep knowledge and experience to provide strong direction for all aspects of the retirement plan. We understand details and mechanics of Plan Design and Documents, Administration, Recordkeeping, Investment Options, Employee Engagement and Regulatory Compliance. Our orchestration of the moving parts develops trust and confidence for a sound retirement plan. We assume a lead role working with Service Providers, Company Management, Plan Trustees and Participants (Employees) to improve efficiency and financial outcomes, deliver expected services and improve the financial health of the participants and their beneficiaries. Engage Zuna for a comprehensive and complete approach to advising and managing your retirement plan benefits. Diagnostics • Compare the existing retirement plan document with the Plan’s operations to ensure compliance • Evaluate the design of the retirement plan and ensure it aligns with your goals and objectives • Review all service agreements and benchmark services and pricing to industry averages •Analyze all the retirement plan investments and provide a comprehens

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