As a fiduciary, you seek to continue the success of your business while fostering a professional culture that both attracts and retains quality employees. As such, selecting and implementing the right retirement plan can go a long way in helping you achieve those objectives.

Our team supports the needs of corporate retirement plans by extending the capabilities and bandwidth of your management team to administer and manage plans that support the needs of both your institution and workforce.

Whether you’re in search of a new sponsor or need assistance reviewing your current plan, our advisors offer comprehensive guidance, conducting thorough vendor searches and monitoring plans while providing quality support and independent investment consulting.

We have extensive experience working with providers and seek to both maximize tax efficiency for your business, as well as participants’ benefits. 

As your business evolves, we provide flexible support where it’s needed, understanding the complexities of managing a business and staying abreast of regulations and the latest investment trends.

We take our role seriously as an extension of your own team, so you can devote your focus where it’s needed most.

Provider Search, Analysis and Selection

As your organization grows and evolves, your retirement plan criteria may also change. We conduct provider analysis and research as frequently as needed and work with you to help clarify the objectives of your institution and employees. Once a provider is selected, we guide clients through the integration process for a seamless transition.

Fee and Service Analysis and Negotiation

Our team leverages our extensive experience working with providers to negotiate the fees and services that are best suited for your individual organization. We take into account your needs and corporate profile and develop a plan that will be sustainable and beneficial to both your organization and plan participants.

Document and Record Management

Proper documentation is a key factor in ensuring the long-term success of your retirement plans. We provide support for this critical piece of your fiduciary duties, helping to implement the proper technology and systems to store and maintain records and documents, while keeping them easily accessible for convenient reference, as needed.

Leadership Training and Employee Education

By providing employees with useful resources and opportunities to learn more about their plan options, you can better ensure the success of your chosen provider and the satisfaction of your employees. We provide guidance and insight for your senior staff in educating your employees and assisting in the on-going facilitation of your benefits packages.