Your company’s retirement plan is one of the most important benefits you can offer your employees—one that’s increasingly crucial in helping them save for retirement. Achieving a successful plan, however, is more challenging than ever, given the complex administration and regulatory environment.
Our firm offers a full line-up of employer sponsored retirement plans. We have the ability to customize the right plan for your situation. Each plan’s needs are different and we can provide one that is the most effective for your company. Through our vast network of industry related partners, we can set your plan up with investment advisory services or we can offer you a turn-key program that includes a world-class investment menu with cutting edge administration and technology.
Here are a few key steps in our process:
- Needs Assessment
- Vendor Service Evaluation
- Plan Design Consulting with Third Party Administrator
- Investment Option Selection
- Plan Implementation, monitoring and periodic participant education