Employer Sponsored Retirement Plans

Our focus for the last several years has been working with retirement 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.  Our clients see the knowledge of an experienced firm with recommendations custom-designed for their needs.

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 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 a fiduciary.

1. Listen closely to understand your needs.
2. Create and propose solutions that address your specific plans and goals.
3. Select and implement appropriate solutions.
4. Meet regularly to review progress and make adjustments accordingly.
   

Ultimately, the value we deliver to our clients is trust, experience, and an understanding of their specific needs. Our goal is to help our clients provide a benefit that helps the company recruit, reward, and retain its employee talent at a reasonable cost so the employer can focus on running the business.

When was the last time your company had a thorough review of its retirement plan?

For a review of your plan at no cost and with no obligation, please contact our office to you to schedule a convenient time to conduct that review.

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

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