Our retirement plan solutions help clients better address the retirement needs of their employees by improving their retirement plans at a minimum of cost to the sponsor and participant. We utilize a team approach to managing retirement plan solutions by selecting strategic partners that are premier providers within their field of expertise.
SERVICES FOR PLAN SPONSORS:
- Support plan sponsors in meeting their fiduciary duties.
- Tailor plan designs to the needs of the business and employees.
- Work with plan sponsors to help select a line-up of low-cost investment options that offer broad diversification.
- Assist in selecting and monitoring the recordkeeper and other service vendors.
BENEFITS FOR PLAN PARTICIPANTS:
- Promote retirement readiness by offering investment options that can increase contribution rates and returns.
- Offer low-cost investment options that can significantly increase participant retirement savings.
- Strive to better educate your participants and provide them with a holistic view of their financial health.