Workplace Retirement Plans

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!