Corporate Retirement Plans

Quality plans with fiduciary guidance

Establishing an employee benefits program that meets your needs as an employer as well as the needs of your employees is a challenge facing many business owners today. We’ll help you design, adjust and maintain your retirement plan to best fit your organization’s goals. Our primary goal is ensuring your employees’ satisfaction through extraordinary employee education.

With thoughtful retirement plan design, sound investment philosophy and third party administration we bring decades of experience to create an effective solution for your organization. We also strive to bring you maximum protection when it comes to your fiduciary responsibilities.

We work with clients to create a comprehensive  plan or for some clients, they use our expertise in one particular aspect of their corporate retirement plan needs such as plan compliance and testing. The full range of our services are listed below.

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Record Keeping

The record keeper is one of the most visible and interactive aspects of a corporate retirement plan. Employees engage with the record keeper’s interface on a regular basis, both online and in their statements, making it important to find the right fit. Our retirement plan professionals are experienced working with any existing record keeper a plan uses or helping guide companies through the due diligence process of selecting a record keeper.

Our professionals have first-hand experience with the RFP (Request for Proposal) or RFI (Request for Information) process, knowing what to look for, what issues may arise and how to put all the pieces together. We work to understand the plan’s overall objectives and help make an informed decision for the best record keeper to meet those goals.

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Plan Design, Administration and Compliance

We can lead you through the process of creating an effective plan for your company. Our professionals have experience navigating the maze of rules affecting plan reporting and disclosure, prohibited transactions, excise taxes and penalties and plan terminations so that your plan is fully compliant.

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Investment Management

We believe that implementation of well constructed tactical asset allocation portfolios consisting of high-quality investments provides clients with the best opportunity to achieve their investment return goals while minimizing their risks. Through the use of an asset allocation, tactical overlay, and the implementation of strong managers, our goal is to provide clients with performance that exceeds the return of their corresponding benchmarks.

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Fiduciary Services

With a tightening regulatory environment, fiduciary responsibility and management has become more critical. To help plan sponsors manage their fiduciary obligations, we are available to assist with your compliance in all aspects of plan operation, from administration to plan design and education. Our ongoing communications will keep you updated on fiduciary developments and provide guidance on how to meet your fiduciary obligations.

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Employee Education

We believe in ongoing employee education for corporate retirement plan participants to encourage participation and help plan for a secure future. We have a variety of educational tools available from newsletters, videos, online tools and in person meetings.