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Participant Education & Engagement: Best Practices
A well-functioning 401(k) plan is a cornerstone of financial security for many employees. Employee engagement and education in 401(k) plans lead to better saving habits and decision-making. When participants are informed and actively involved, they tend to...
Effective 401(K) Plan Monitoring: Best Practices
Introduction Managing a 401(k) plan involves significant responsibilities that extend beyond merely offering retirement benefits. As a plan sponsor or committee member, you need to implement robust monitoring practices that safeguard participants' interests while...
401K Investment Menu Design: Optimizing Retirement Plan Options for Financial Success
Designing a 401(k) investment menu is one of the most important responsibilities for plan sponsors. The menu you create directly impacts your employees' retirement outcomes and your company's fiduciary responsibilities. A well-designed 401(k) investment menu...
401K Plan Design: Best Practices for Maximizing Employee Retirement Benefits
A well-designed 401(k) plan serves as the cornerstone of retirement security for many American workers. As employers shift away from traditional pensions to defined contribution plans, the responsibility for retirement planning has largely transferred to employees....
The Complete Guide to Retirement Income Planning for Nurses: Maximizing Your Financial Future
While nurses dedicate their careers to caring for others, an alarming 52% experience chronic back pain by age 50, highlighting the critical importance of comprehensive retirement planning in this physically demanding profession. The path to a secure retirement...
SECURE 2.0 Act of 2022: A Comprehensive Guide to America’s Latest Retirement Reform
When Congress passed the SECURE 2.0 Act in December 2022, it didn't just tweak retirement rules—it revolutionized how Americans can save for their future. With over 90 new provisions, this landmark legislation represents the most significant overhaul of retirement...
The Complete Guide to Advisor Managed 401K Plans: Expert Oversight for Your Retirement Future
While 88% of Americans view retirement savings as a critical financial priority, only about one-third feel confident about their investment decisions. Enter the Advisor Managed 401K Plan – a sophisticated solution that's revolutionizing how employees approach...
Fiduciary Advice For The Self-Employed
Unlock the potential of your self-employment with tailored financial strategies designed to secure your future.Being self-employed comes with unique financial challenges, from managing irregular income streams to planning for retirement without an employer-sponsored...
Personalized Retirement Solutions: Tailored Just for You
Unlock a future of financial stability and peace of mind with our innovative retirement planning solutions tailored just for you.Our new personalized retirement planning service is designed to help you achieve your retirement goals with precision and confidence. By...
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BRINGING THE FUTURE INTO THE PRESENT
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
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LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
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