Retirement Plan Solutions
Our mission is to “ Make Retirement Great ” by partnering with _ sponsors and participants to _ successful retirement planning experiences. __ achieve this by delivering _ retirement plan service model _ gives plan sponsors and __ the incentive, information, tools, _, and the support they _ to maximize the benefits __ in their retirement plan.
For the Plan Sponsor
We focus on four drivers that influence the __ of your plan and __.&_; We then customize a _ service plan that seeks __ improve your plan’s overall _.
Strategic and Effective Plan _We ensure your plan __ structured to meet your and objectives while providing __ with opportunities to fund _ successful retirement. Utilizing plan _ elements such as Roth 401(_) contributions, automatic enrollment, and _ escalation can dramatically effect _ plan balances. Our cross __ plan design expertise may _ allow for increased contributions key employees.
Sound Fiduciary Practice ManagementWe will review your plan business practices and _ steps to help you _ your fiduciary responsibilities, document _ fulfillment of those duties, minimize your potential liability. _ you to act prudently, _ your plan documents, diversify _ investments, and to pay _ reasonable expenses.
Investment OptionsWe will help you _ and monitor a diversified menu utilizing the lowest _ and best performing investment __ available on your platform. __ typically act as a 3(21) fiduciary to assist plan in selecting and monitoring _, but also have the __ to relieve you of _ fiduciary responsibility by acting __ a 3(38) fiduciary and _ those fund decisions for .
Employee Education and CommunicationWe will partner with to deliver consistent, targeted _ services to your employees around how much they _ to be saving and _ amount of monthly income _ will need to produce __ enjoy a successful retirement. education specialists utilize proven finance concepts to deliver _, understandable, and meaningful information specifically to your employee .
For the Participant
It is important that __ know and understand how __ best utilize the online .&_; We believe in personal _ with your participants to __ the power of discussion _ a professional advisor who and understands what it to fund a successful .&_; We will partner with to provide consistent, measurable educational programs that are _ by professionals with no _ of interest.