For plan sponsors
A well-designed corporate retirement plan is an ideal way for organizations to attract and retain quality staff, as well as help owners, executives and directors plan and save for their own futures.
We are involved with all aspects of the plan, including investment policy statement development, investment recommendations, provider evaluations, quarterly plan reviews and education for employees online and on-site. Using our four-step process, we concentrate on the following areas:
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Creating a plan consistent with your company's philosophy
Tailored to each company, we review and analyze your plan’s design with you to achieve and maintain alignment with your end goals. -
Balancing provider fees, services and investments
We provide monitoring and service comparisons to ensure your plan is priced competitively to meet your growing needs. -
Determining target date fund suitability and selecting skilled investment managers
Investment management begins with the design and implementation of an Investment Policy Statement (IPS). This serves as the foundation for all investment-related decisions for the plan. Our monitoring process helps ensure adherence to the IPS. -
Providing confidence for fiduciaries
We assist with implementing a risk management strategy that outlines the objectives and responsibilities of your investment committee. Annual fiduciary training helps ensure that your committee is well-versed in the ever-changing fiduciary landscape. -
Helping your employees pursue their retirement income potential
We not only offer on-site and online education meetings, but we also provide participant advice through our team of financial advisors. Annual education plans are customized with specific goals and evaluated for success.
