As a fiduciary, you are accountable for the retirement plan you provide to employees. Demand that your financial advisors be a fiduciary as well. Successful benefit programs should align with your business goals and provide incentives for employees. As fiduciary retirement plan experts, and experienced entrepreneurs, we can help you provide the right type of retirement plan for your business to save you time and money, and the incentives that promote high performance in your organization.
Consider the value of providing a benefits program to your employees. We can save you countless hours of research and thousands of dollars in unnecessary costs by streamlining ERISA compliance and implementing a robust retirement program. We tailor retirement plans to businesses and organizations such as yours. Whether you
Retirement benefit services for employers
- Save time. Our pension plan services are designed to allow us to do more of the heavy lifting for you. We guide you through the implementation process, assisting with plan design and helping participants setup their accounts. Whether a 401(k), a 403(b), profit-sharing or ISOP, we can help.
- Reduce liability. As an ERISA 3(38) fiduciary investment manager, we share in your liability to act in the best interest of retirement plan participants (employees). We help you stay compliant by managing plan investments and adhering to a central fiduciary process.
- Transparent fees. The total cost of our pension plans are frequently lower than that of our competitors because we provide open architecture retirement programs, eliminating unnecessary and hidden fees in the process. Our independent approach enables us to provide access to many different retirement plan providers, finding the best for your organization.
- Quality investments. Unlike many of our competitors, we are not paid by the investments or companies we recommend. Our clients pay a transparent fee and we select the most appropriate, low-cost investments for their plan. Further, we also create custom model portfolios for participants at no additional cost.
- Proactive engagement. We begin by understanding your business and to learn why you’re implementing a retirement plan. Whether it’s to maximize tax savings or attract and retain employees, we ensure you get the most value from your plan with meaningful engagement from you and your employees.
- Participant education. You don’t have to be a retirement plan expert, we support you. Both you and your employees have direct access to our retirement advisors through regularly scheduled meetings by phone, video conference, in-person meetings or email.