Workplace Retirement Plans

Our professionals evaluate your current retirement plan and help you establish clear plan objectives. We then analyze plan strategies and conduct a feasibility study to help maximize tax benefits and deductions for owners, executives, and employees through a customized plan design.

By leveraging our longstanding relationships & industry knowledge, we will help you negotiate with various vendors to provide the most competitive plan pricing. We will walk you through the proposal process, facilitate the flow of information, analyze, review and guide you in making an informed and knowledgeable decision.

Meeting your fiduciary responsibilities can be a complex process. As Investment Fiduciary, we assist you in preparing a formal investment policy statement (IPS) to help mitigate your risk by establishing clear criteria for selecting and monitoring investment managers. Also while covering the plans 404(c) and QDIA options.

We guide you and your staff in the transition from your current retirement program to your new program. We’ll offer education through steady employee seminars & video conferences with basic investment training and customized asset allocated portfolios.

Your plan’s dedicated service team will act as an extension of your benefits department, assisting employees with enrollments, loans, distributions, rollovers & plan related questions. Also assisting employees with information on how to access their accounts and navigate the website. They will also assist with distributing all required notices and correspondence to further cover the plans fiduciary responsibilities.

We will help you manage risk from the ever-changing retirement plan landscape, informing you on regulatory changes, program enhancements, & annual investment due diligence. We will help you manage your responsibilities, and the plan reviewed regularly with your Annual Plan Review Package (APR).