Retirement Solutions

Our retirement plan solutions help business clients better address the retirement needs of their employees by improving their retirement plans with lower costs to the sponsor and participant. We utilize a team approach to managing retirement plan solutions by selecting strategic partners that are premier providers within their field of expertise.

SERVICES FOR PLAN SPONSORS:

• Support plan sponsors in meeting their fiduciary duties.
• Tailor plan designs to the needs of the business and employees.
• Work with plan sponsors to help select a line-up of low-cost investment options that offer broad diversification.
• Assist in selecting and monitoring the recordkeeper and other service vendors.

BENEFITS FOR PLAN PARTICIPANTS:

• Promote retirement readiness by offering investment options that are designed to increase contribution rates and returns.
• Offer low-cost investment options that can reduce expenses and increase net performance of participant retirement savings.
• Strive to better educate your participants and provide them with a holistic view of their financial health.