![Our-Process_01 Our-Process_01](https://crossborder-wealth.com/hs-fs/hubfs/CBW%20WEBSITE%20IMAGES%202024/Our-Process_01.png?width=300&height=316&name=Our-Process_01.png)
OUR PROCESS
US Pensions Solutions
Assess
- Identify client needs, opportunities and objectives
- Inform client about options in managing their 401(k) from overseas
- Check if client's global assets need special consideration
- Define any vulnerabilities in existing arrangements
Research
- Help clients locate inaccessible or lost 401(k) plans
- Collect relevant information on existing 401(k) plans
- Analyze findings and prepare consolidation proposal
- Present the available options and value-add by the firm
Implement
- Provide client with a formal recommendation
- Leverage partnerships for specialized solutions
- Update clients regularly on transfer progress
- Provide strategic portfolio guidance
Optimize
- Conduct quarterly reviews with client
- Review optimal asset allocation
- Optimize distribution strategies
- Provide specialized client support