Latus Group, Ltd.

Firm Profile

Latus Group is a Corporate Retirement Plan Consulting firm focused on providing financial and retirement planning solutions to companies and their employees throughout the United States. The firm prides itself on delivering a personalized experience to every client relationship, built upon trust, education, and total fee transparency. Our consulting team represents a very diverse background of experienced independent financial advisers that bring peace of mind to your company retirement plan through extensive Investment due diligence, fiduciary training programs, participant advice and education, provider benchmarking, and effective plan design.

Members of the Latus Group team have been honored in the 2016 Financial Times Top 401 Advisers, and selected as one of the Nation’s 200 Elite 401(k) Plan Advisers to brief congressional leaders about the future of the retirement savings industry and how proposed laws and regulations will affect American Workers’ retirement security. We invite you to learn more about the Latus Group process for making your retirement plan a great success.

KEY CONTACTS
David J. Segarra, AIF®, (702) 922-7820 ext. 401, davids@latus-group.com

WEBSITE
www.Latus-Group.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million)

OPTIONS AVAILABLE
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• Allows Fiduciary Declaration3(21)/3(38)
• Plan design consulting
• Plan sponsor fiduciary training
• Minimum fee schedules

3rd Party Clearing BD: Centaurus Financial, Inc.