RETIREMENT PLAN GUIDANCEFOR CORPORATIONS

As a fiduciary, you seek to continue the success of your business while fostering a professional culture that both attracts and retains quality employees. Selecting and implementing the right retirement plan can go a long way in helping you achieve those objectives. Our team extends the capabilities and bandwidth of your management team to administer and manage retirement plans that support the needs of both your institution and your workforce.

Whether you’re in search of a new sponsor or need assistance reviewing your current plan, our advisors offer comprehensive guidance, conducted thorough vendor searches, reviewing plans and providing quality support, as well as independent investment consulting. We have extensive experience working with providers, and seek to maximize both tax efficiency for your business and benefits for participants.

As your business evolves, we provide flexible support where it’s needed. We understand the complexities of managing a business, and stay abreast of regulations and the latest investment trends. We take our role seriously as an extension of your own team, so you can devote your focus where it’s needed most.

• Provider Search, Analysis and Selection

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.

• Plan Design, Fee and Service Negotiation

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. Our team leverages our extensive experience in working with providers to negotiate the fees and services that are best suited for your organization.

• Documentation and Record Management

Proper documentation is key in helping you plan for 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.

• Leadership Training

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.

• Employee Education

Education is the key to success, and our team provides education to your employee participant population through specific plan education, general quarterly education on a variety of financial wellness topics, and individual counseling and one-on-one planning.

• Ongoing Investment Management and Screening

Our team helps with the creation and implementation of your company’s investment policy statement, and with ongoing investment performance screening to ensure your plan’s investment options are supporting your goals and objectives. We also provide recommendations on asset categories, and specific funds to provide employees with a broad range of investment options to meet their retirement goals.