We put our extensive knowledge, skill and experience to work helping plan sponsors create competitive, efficient retirement plans for their companies and employees. We’ll compare the needs of your workforce against the strengths, weaknesses, services and costs of each provider to determine an appropriate solution for your company retirement plan. Then we’ll advise you throughout the selection and management of the many available investment options.
Our support is customized to your needs and those of your constituents. We have the ability to tailor our service from an extensive array of offerings to help you establish and manage a high quality retirement plan. We offer three levels of service to our plan sponsors and can customize our fees to meet your needs. We’ll ensure you understand your choices and responsibilities, keeping you fully informed so you can make the right decisions for the future success of yourself, your company and your employees.
Our services for corporate plan sponsors include, but are not limited to
- Investment policy design
- Management of Request for Proposal (RFP) process
- Plan design consultation
- Reasonable cost analysis and benchmarking
- Selection and monitoring of plan investments
- Selection and monitoring of plan recordkeepers and other vendors
- Development, implementation and monitoring of an effective communication strategy
- Updates on industry trends, regulatory changes and best practices
- Portfolio (lifestyle) model development and ongoing monitoring
For plan participants
- Full financial wellness programs
- Enrollment and educational meetings
- On-demand participant phone consultations via dedicated toll-free number
- Group investment guidance
- One-on-one participant investment advice
