Home

Account Information

Company Overview

Private Client Services

PCS Team

Financial Advisor

Investment Advisory
Services

Investment Choices

Corporate Retirement
Plan Solutions

Upcoming Events

Bank Equity Sales & Trading

Investment Banking

Asset Finance Services

Private Equity

Research

Capital Markets

Fixed Income

Contact Us

Career Opportunities

Howe Barnes News

 


Howe Barnes Retirement Plan Group

"Our mission is to help companies offer the highest quality retirement plans by improving internal efficiency and enhancing the employee experiences."

From 401(k) plans to defined benefit plans, for companies with tens of thousands of employees to independent businesses, Howe Barnes Retirement Plan Group is the expert your company, your fiduciaries, and your employees need. We work with all types of investment-related corporate benefit plans including:

 

401(k), 403(b), and 457(b) plans
  Profit sharing
  Money purchase
  Defined benefit plans
  Non-qualified deferred compensation
  ESOP's

We partner with our clients to give them independent expertise from the request for proposal stage through implementation and conversion. After your plan is live and running, we continue to be an integral part of the ongoing service and employee communication, as well as the fiduciary monitoring of your plan. Our clients gain the leverage and understanding achieved only when working with dedicated retirement plan specialists.

We are dedicated to the principals of independence, full disclosure and integrity. Our clients have come to appreciate our objective and unbiased approach to fill the financial knowledge gap for plan administrators, fiduciaries, and participants.

We welcome the opportunity to personally discuss your retirement plan needs and help you find the plan that is best suited for you and your employees. Please click on one of the links below to learn more about our services.

Core Competencies

Retirement Plan Services Offered

FAQ's

Contact Information

Plan Participant

Links

 

For additional information, please contact:

Paul Klehr, CFP®
Financial Advisor, Private Client Services
312-655-2939
pklehr@howebarnes.com

Matt Tomich
Vice President, Private Client Services
312-655-2910
mtomich@howebarnes.com

Top of page

 

Howe Barnes Hoefer & Arnett, Inc. ©2006 All Rights Reserved.

222 South Riverside Plaza, 7th Floor • Chicago, Illinois 60606