Corporate Retirement Plans
We know it can be a daunting task to determine the best investment options for your employer sponsored retirement plan. We bring dedicated resources and experience to assist businesses seeking tailored retirement plan options. With access to sophisticated investment tools and objective research, we are able to examine a broad range of providers and generate detailed reporting and comparisons. In addition, we can assist you with a thorough review of your investment policy statement and help you maintain 404(c) compliance. We offer these and other retirement plan solutions:
Our goal is to help you deliver a retirement plan that will serve the best interests of your business and your plan participants.
- 401(k)/403(b) defined contribution plans
- Defined benefit plans
- Cash balance pension funds
- Profit sharing plans
- Non-qualified plans
Our goal is to help you deliver a retirement plan that will serve the best interests of your business and your plan participants.
Retirement Plan Consulting
Our knowledge covers all aspects of plan operations, including:
- Service provider and expense benchmarking versus peer group
- Analyzing fees
- Monitoring the plan’s overall health
- Changing service providers
- Managing plan conversions
- Employee communications/education
Fiduciary Services
We help you establish and maintain high fiduciary standards with services including:
- Fiduciary assessment
- 404(c) review and compliance and safe harbor consultations
- Fiduciary monitoring and due diligence
- Investment Policy Statement assistance and review
- Investment analysis, selection and monitoring, including watch list criteria
- Regular, on-site and proactive updates and service calls
Plan Participant Services
We believe a successful participant education and communication program is critical to the success of your retirement plan. Depending on your specific needs, components of your communication strategy may include:
- Enrollment meetings and communications
- Investment allocation insight, education and advice
- Optional investment seminars and workshops
- Access to online investment and financial planning tools
- Personal financial planning