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Workplace Retirement Plans

Your Retirement Plan Can Be a Recruitment & Retention Tool

While an employer-sponsored plan helps employees achieve retirement readiness, it can also be a company benefit that helps you attract and keep qualified employees. As your retirement plan partner, we help you design, implement and maintain a high-quality plan to meet the specific needs of your participant base.

Our retirement plan consulting includes:

  • Comprehensive consulting to help ensure your plan works for your company and employees.

  • Fiduciary advice related to acting in your employees’ best interests.

  • Plan design including diverse investments to help meet employees’ needs.

  • Service provider evaluation and recommendation on an appropriate choice to meet plan and participants’ needs.

  • Vendor and provider management to help ensure your plan meets goals and regulatory requirements.

  • Monitoring and assessment of plan performance and recommendations for keeping your plan competitive.

Plans supported:

  • 401(k) plans

  • 457(b) plans

  • 403(b) plans

  • Defined Contribution plans

  • Defined Benefit Plans

  • Nonqualified Plans

  • Combination plans

The Perks

Lowest Fees

Many workplace plans are charged exorbitant fees by both third party administrators (TPA's) and the plan's financial advisor(s). Since we work with all TPA's, we can shop the best rate for you. 

Financial Planning

Employees enjoy FREE financial planning and portfolio evaluations for the duration of their employment.

Education

Get free financial literacy and financial wellness seminars for you and your employees several times a year. We will work with you and your schedule to make it happen - because it's important!

On-Site Meetings

Our team conducts meetings with employees, which helps build trust and understanding of your plan and offers ways they can maximize savings.

Communication

Communicating with your employees is key to your plan’s success. We give employees plan updates to help them feel empowered, informed and connected.

Wealth Management

In addition to retirement planning, Cullen Cioffi provides wealth management services to help employees achieve all of their goals.

Custodians we work with
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And More...

Contact Our Workplace Retirement Planning Team