Employer-Sponsored
Retirement Plans

Our employer-sponsored retirement plan services aim to simplify your responsibilities by acting as a single point of contact and a fiduciary to your plan. After an initial plan evaluation, we can help you with plan design, investment selection, plan administration and ongoing employee education.
Our employer-sponsored retirement plan services aim to simplify your responsibilities by acting as a single point of contact and a fiduciary to your plan. After an initial plan evaluation, we can help you with plan design, investment selection, plan administration and ongoing employee education.

Plan Solutions

Offering your employees an employer-sponsored retirement plan helps attract the brightest and the best, as well as retain key employees. For many business owners, it also provides a much-needed solution for their own retirement needs and future financial security.

WHETHER YOU:
  • Run your own business.
  • Are part of human resources.
  • Act as liaison with service providers.
YOU HAVE ENOUGH ON YOUR PLATE ALREADY… LET US RELIEVE SOME OF THE BURDEN RELATING TO THE ONGOING RESPONSIBILITIES OF YOUR EMPLOYER-SPONSORED RETIREMENT PLANS.
WE HAVE THE TIME TO PROVIDE:
  • Ongoing reviews to participants.
  • Ongoing education for participants (at least Annually).
  • A point of contact to act as liaison with service providers.

WE HAVE THE RESOURCES TO PROVIDE:

  • Simple, turnkey solutions for your plan, or comprehensive designed plans.
  • Fiduciary solutions.
  • A Robust investment selection.
  • Complimentary access to our 10 ETF strategies, which can be embedded into your investment selection.

WE HAVE THE EXPERIENCE TO PROVIDE PLAN OPTIONS AND SOLUTIONS FOR:
• Profit Sharing Plans
• 401(k) Plans
• Safe Harbor 401(k) Plans
• Simplified Employee Pension Plans (SEP)
• Age-Weighted / New Comparability Profit Sharing Plans
• Cash Balance Plans
• 403(b) Plans
• Defined Benefit Pension Plans

Still unsure? Allow us to do a complimentary competitive analysis of your current employer-sponsored retirement plan.