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Plan Design & Management
Investment Management
Fiduciary Risk Management
Plan Design & Management
A well-structured retirement plan sets the foundation for long-term success, both for your employees and your business. We work closely with employers to design plans that meet the unique needs of their workforce while ensuring compliance with ever-changing regulations.
QUESTIONS WE CAN ANSWER
- Assessing and selecting the optimal plan type (401(k), 403(b), or Cash Balance Pension Plans).
- Offering both Traditional and Roth contribution options for employee flexibility.
- Conducting regular plan reviews to ensure ongoing relevance and performance.
- Educating and onboarding employees so they fully understand and maximize their benefits.
A strong retirement plan supports your employees and strengthens your business by boosting morale and reducing turnover.
Investment Management
Providing quality investment options is crucial to helping employees build a secure financial future. Our investment management services focus on creating well-diversified, cost-effective portfolios tailored to meet the varying needs of your workforce.
QUESTIONS WE CAN ANSWER
- Developing and monitoring an investment fund lineup that balances growth and risk.
- Selecting default investment options, such as target-date funds, to simplify decision-making for participants.
- Providing ongoing recommendations and adjustments to maintain plan performance in changing markets.
Our evidence-based approach ensures that your employees’ investments are managed with discipline and care, giving them confidence in their retirement savings.
Fiduciary Risk Management
As a plan sponsor, you hold a fiduciary responsibility to act in your employees’ best interests. This responsibility can feel overwhelming, but we’re here to help you navigate it easily. Our fiduciary risk management services are designed to protect you and your employees by ensuring compliance and implementing best practices.
QUESTIONS WE CAN ANSWER
- Clarifying your fiduciary responsibilities and obligations.
- Maintaining thorough documentation to support fiduciary processes.
- Partnering with third-party administrators to ensure compliance and mitigate risk.
By helping you manage fiduciary responsibilities, we reduce liability while ensuring your retirement plan operates smoothly and ethically.
Ready to Build a Stronger Future for Your Team?
Let us help you create a corporate retirement plan that supports your employees’ goals and strengthens your business. Contact us today to learn more about our services and schedule a consultation.
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