Improve Your Employee Retirement Benefit Plan
Why settle for good when you can have great?
Fiduciary Investment Advisory Services
Since our primary focus is on 401(k) and 403(b) plans, which constitute the majority of our services, you can benefit from having expert advice exactly when you need it. (We also provide investment advisory services for individuals.) We’ll help make sure you’re fully covered when it comes to:
An investment menu that serves your employee base
Creating an investment policy statement
Guidance on default options, including target date funds
Understanding stable value and money market funds
Plan Design Consulting
We can help optimize your current plan or build one from the ground up based on your goals. We’ll then:
Perform an analysis of your existing plan
Benchmark your plan against other similar businesses
Offer guidance to increase employee engagement
Provide recommendations to boost employee retirement readiness
Employee Education and Engagement
The more your employees know how to Retire With More®, the more they will engage and contribute to their plan. We help set them up for success by:
Helping them set realistic savings rates
Rendering unbiased and objective advice
Offering 1:1 investment advisory meetings
Providing ongoing educational resources and updates
Ongoing Analysis & Reporting
When helping you manage your plan, we never “set it and forget it”. We stay actively involved to make sure everything stays on track by:
Providing benchmarking data and analytics on how the plan is performing
Continually set new goals
Staying vigilant in looking for improvements
Administrative
Support Services
The less you have to worry about when it comes to managing your plan, the better. We partner with you to help manage all the time-consuming tasks that go into keeping your plan efficient and effective. With our support, we hope you'll feel empowered through:
Day-to-day plan management support
Assistance with compliance tasks, notices and filings
Service provider coordination
Vendor evaluation and negotiation
Regulatory Compliance Support
Never second guess whether you’re staying compliant. With ongoing regulatory changes, we know how challenging it can be to keep on top of things. We’ll help manage this risk by:
Reviewing how regulatory changes may impact your plan
Facilitating updates with the plan's legal counsel and administrator
Providing employee update communications
Good retirement plans check the boxes
Great ones plan with purpose and enhance the retirement security of your employees. Let us help you move from good to great.
