EMPLOYER PENSION PLANS
Employer Retirement & Pension Plans
“One size fits all” does not apply to retirement plan providers and sponsors. Every business has its own unique intricacies that dictate which provider will best suit them. That’s where a true independent retirement plan advisor can help you when considering the pro’s and con’s of each provider.
We understand what you’re looking for:
» LESS WORK
» LOWER COSTS
» LESS FIDUCIARY RISK / REMAIN COMPIANT
» SUPERIOR EDUCATION FOR PARTICIPANTS
Retirement Plan Benchmarking
We can show you how your plan stacks up against its peers when it comes to fees, performance, and participation rates. Our team is unbiased; they will present to you a variety of highly reputable providers that fit your company’s goals and objectives specifically.
We provide training workshops and webinars for all of your participants, giving them personal insight into how their plan works, how they can make changes, and what they can expect.
Plan Monitoring and Reporting
We will meet periodically with the plan’s management committee to assess whether the plan is performing as expected, as well as provide access to regular plan performance reports. Emphasis is placed on keeping up to date with Employment Retirement Income Security Act (ERISA) and Department of Labor (DOL) regulations, and effecting any necessary changes in order to stay compliant.
The DOL has deemed all plan fiduciaries are personally liable for ERISA violations that cause plan losses. Now, more than ever, it is important to be aware of and understand your fiduciary responsibilities. We will educate you and keep you informed!