Employer Sponsored Retirement Plans
“We make a difference by striving for successful outcomes”
Our focus for the last several years has been working with Plan Sponsors to enhance plan design and help employees achieve their financial goals. We are part of a team of professionals from a variety of defined contribution and defined benefit disciplines that will help your participants improve their retirement readiness.
We provide retirement planning services that help Plan Sponsors manage fiduciary liability and educate their participants to increase plan participation and deferral rates. We work with an experienced team and focus on clients who want the strength of a reputable firm, but seek individualized advice and service.
We believe that:
Employer Sponsored Retirement Plans are a valuable employee benefit that should be optimized for sponsors and participants.
The Plans are complex and come with a great deal of fiduciary liability. Plan Sponsors and Employers are faced with significant fiduciary responsibility.
Because of these complexities, successful management requires a close working relationship between the Plan Sponsor and Financial Advisor.
We work with Plan Sponsors who represent small, mid-sized, and large companies. We work with our clients together to determine the appropriate Plan and design for their company, to educate participants on the importance of saving for retirement and to prepare Plan Sponsors for their role as fiduciary.
We follow a four step process with each plan sponsor:
- Listen closely to understand your needs.
- Create and propose solutions that address your specific plans and goals.
- Select and implement appropriate solutions together.
- Meet regularly to review progress and make adjustments accordingly.
Ultimately, the value that we deliver to our clients is trust, experience, and an understanding of their specific needs. Our goal is to help our clients provide a competitive retirement benefit that attracts and retains employees at a reasonable cost so they can focus on running their business.
If you have an interest in us reviewing your companies Retirement Plan at no obligation, our office will reach out to you to schedule a convenient time for us to discuss.
If you are a 401k client, please click on the vendor below to login:
If you have a plan with:
ADP click here
Fidelity click here
Hartford click here
Great West click here
ING click here
John Hancock 401k click here
Lincoln Financial click here
Paychex click here
Principal click here
Vanguard click here