Retirement Solutions

Our retirement plan solutions help clients better address the retirement needs of their employees by improving their retirement plans at a minimum of cost 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 can increase contribution rates and returns.
• Offer low-cost investment options that can significantly increase participant retirement savings.
• Strive to better educate your participants and provide them with a holistic view of their financial health.