Offering a retirement plan can benefit you and your employees. A well-designed retirement plan can help you attract and retain quality staff.
When a retirement plan is in place, its benefits extend to the employees participating in the plan, their beneficiaries, and the employer.
We have access to retirement plan services that offer flexible options for plan design and administration, investment options and pricing, etc,, that may help you meet your fiduciary responsibilities, and empower employees to feel more confident about their future.
Administering a plan and managing its assets requires certain actions and involve specific responsibilities. As a retirement plan employer you’re responsible for plan design and administration, investment options and pricing, and have fiduciary obligations. We are here to help and guide you through the wealth management decisions and offer solutions that complement your goals and objectives.
The retirement plan options we can help you navigate through, may include some, or all of the following:
- Evaluating administrative fees and expense ratios
- Professional institutional money management
- Selecting investment options
- Analyzing your retirement plan design
- Provide educational programs to empower employees
When recommending a plan, we aim to align the participants’ needs and savings goals to the investment choices available in the plan, as well as your expectations, requirements, and needs as an employer.
We provide relevant financial education to you and your employees, guide you though the decision process, and the compliance requirements, so that everyone can have access to more in depth understanding of their options. We’ll work with your Third-Party Administrator (TPA).
Together, we can build a responsive, cost-effective, and meaningful program to help your employees gain financial confidence and prepare for their future.
