Supporting the needs of corporate retirement plans
We can help you establish, manage and run the plan that is right for you and your company or nonprofit.
A well-constructed 401(k) plan or profit sharing plan is an ideal way for organizations to attract and retain quality staff, as well as help owners, executives and directors plan and save for their own futures.
We are involved with all aspects of the plan, including investment policy statement development, investment recommendations, provider reviews, yearly annual reviews and a high level of education for employees on site.
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As your organization grows and evolves, your retirement plan criteria may also change. We conduct provider analysis and research as frequently as needed, and work with you to help clarify the objectives of your institution and employees. Once a provider is selected, we guide clients through the integration process for a seamless transition.
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Our team leverages our extensive experience in working with providers to negotiate the fees and services that are best suited for your organization. We take into account your needs and corporate profile, and help develop a plan that is designed to be sustainable and beneficial for your organization and plan participants.
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Proper documentation is a key factor in ensuring the long-term success of your retirement plan. We provide support for this critical piece of your fiduciary duties, helping to implement the proper technology and systems to store and maintain records and documents, while keeping them easily accessible for convenient reference as needed.
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By providing employees with useful resources and opportunities to learn more about their plan options, you can better ensure the success of your chosen provider and the satisfaction of employees. We provide guidance and insight for your senior staff for educating employees and assisting in the ongoing facilitation of your benefits package.
![Visualize your future [VIDEO]](/-/media/rj/common/resources/goal-planning/new-visualize-your-future.jpg)
