RETIREMENT PLAN
SERVICES
“Coming together is a beginning. Keeping together is progress. Working together is success.”
HENRY FORD
Sponsoring a retirement plan is one of the more challenging endeavors an employer can undertake.
Administering the plan and managing the assets require specific actions and come with considerable responsibilities. The Employee Retirement Income Security Act of 1974 (ERISA) has set standards of conduct for fiduciaries, those who manage the retirement plan and its assets, and as the sponsor of your company’s retirement plan, those standards are yours to uphold.
Fiduciary Support
Comprehensive and ongoing fiduciary guidance, training and support to help. mitigate potential liabilities
Fee Benchmarking
RFP driven process to ensure apple-to- apple comparisons and help maintain reasonable expenses
Investment Analyses
Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure liabilities*
Courageous Plan Design
Plan design assessments that strive to increase an employer's benefits return on investment (ROI) while striving to enhance participant retirement outcomes
Employee Engagement
Highly customized plan participant content structured to help optimize outcomes and increase financial wellness
LET US DO IT FOR YOU...
Many companies do not have professionals with retirement plan expertise who are solely dedicated to managing your employees’ retirement plans. Our retirement plan advisors can assist you with various aspects of maintaining your company’s retirement plan.
our team
Through the bonds of long and lasting relationships, we enjoy the freedom to encourage, inspire and guide our clients.