Retirement Plan Services

We will work together to create the optimum, cost-effective plan that drives successful outcomes for your business and employees.

Our experts are with you every step of the way, helping you make prudent decisions about your plan and offering in-depth consultation on the following:

• Fiduciary Management: Serving as a fiduciary, we help to ensure the retirement plan is operating in a compliant manner and for the benefit of participants and their beneficiaries.

• Investment Services: Helping you select a robust and appropriate investment line-up while serving as either an ERISA 3(21) Investment Advisor or ERISA 3(38) Investment Manager.

• Plan Design: Partnering with you in retirement plan design assessment, consultation, and overall plan advocacy to maximize employee participation and achieve your organization’s goals.

• Employee Education: Offering a variety of communication tools to tailor education to individual learning styles ensuring your employees fully understand their retirement plan benefits.

• Committee Governance: Guiding plan sponsors and investment committees on their fiduciary responsibilities to help ensure plan operations are consistent and compliant with IRC and ERISA regulations.