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corporate
retirement plans
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
After agreeing on the recommendations outlined in the financial plan, we will introduce how our team will assist you in achieving your financial objectives. This includes identifying and defining the 4 variables we can control: Cost, Allocation, Timing and Savings.
We will demonstrate the features of your accounts and set up specific periodic communications to stay on top of the latest news. We will also ascertain your service and communication expectations and set the foundation for how we will continue the journey toward your financial goals.
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.
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: