As an employer, your company shoulders a major responsibility. You need to monitor investments, keep up with legislative changes, ensure your plan is administered properly, educate plan participants, and make sure the plan has the power to inspire employees to reach their retirement goals. Is this something you have the time and resources to do alone?

 

Maintaining an appropriate retirement plan for your company often seems like an impossible task, especially when you consider everything else that goes into running a business.

 

For our advisory team, it’s all in a day’s work. We are a valuable ally and time-saving resource, helping you develop and maintain a solid strategy for your retirement plan. You will receive personalized attention and involvement at the level you need and want. By working with our advisory team, you will gain the following benefits:

 

·         An independent evaluation of your company’s retirement plan needs

·         We act as 3(21) Fiduciaries to your plan

·         We use best practices and our knowledge to reduce your Fiduciary Liability

·         We have targeted, flexible solutions

·         Thorough Vendor Analysis and Fee Negotiation

·         Ongoing education, services and support

·         Investment education and One on One Meetings with participants

·         Consultation on Plan Design and law changes

·         Experienced in problem solving with respective vendors and administrators

·         Independent investment analysis

·         Fee Analysis and Benchmarking