Employer

Plans

Employer

Plans

Employer sponsored plans represent one of the most impactful ways to position your business for success.  Offering benefits such as 401(k), Profit Sharing or Sep IRA plans help attract, keep and reward high-quality, valued employees. 

We assist you in developing, creating, managing and reviewing workplace plans so that you can focus on running your business.  We can review your existing plan or help you build the right one from the ground up. 

Employer sponsored plans represent one of the most impactful ways to position your business for success.  Offering benefits such as 401(k), Profit Sharing or Sep IRA plans help attract, keep and reward high-quality, valued employees. 

We assist you in developing, creating, managing and reviewing workplace plans so that you can focus on running your business.  We can review your existing plan or help you build the right one from the ground up. 

Employer Plan Needs Assessment

We work with you to conduct a comprehensive evaluation, analyzing various factors to determine the ideal structure and features of your plan.  Through a meticulous analysis of your company’s size, employee demographics, budget, and investment objectives, we help you identify the most suitable plan design, contribution options, and investment offerings.

Existing Plan Review

Reviewing your current retirement plan can help to ensure it remains effective and aligned with your business objectives.  We start comparing your current plan to the results of our needs assessment. Through a meticulous review, we identify potential areas for improvement, such as plan fees, investment performance, and employee engagement.

Vendor Review & RFP

It is important to make sure that your retirement plan is always functioning the way that best aligns with your company’s goals and values.  We work with you to periodically review your needs assessment and, when appropriate, facilitate requests for proposals from trusted quality partners to ensure your plan is healthy.

Investment Policy Development

An IPS establishes a clear framework for selecting, monitoring, and managing the investment options available within your company’s retirement plan. It defines the plan’s investment objectives, risk tolerance, asset allocation strategies, and performance benchmarks. By setting forth these parameters, the IPS provides a solid foundation for fiduciaries to prudently select and review investments that align with your plan’s goals and the participants’ long-term retirement needs.

The importance of an IPS cannot be overstated. It helps mitigate fiduciary liability by ensuring investment decisions are made in a prudent and consistent manner, based on predetermined criteria rather than personal biases or ad hoc considerations. Furthermore, an IPS fosters transparency and accountability by clearly documenting the decision-making process and providing a framework for ongoing plan monitoring and review.

Investment Research & Due Diligence

Our firm conducts thorough research and due diligence on potential investments to ensure they meet specific criteria, such as financial performance, risk profile, track record and alignment with your investment policy strategy. This involves analyzing financial statements, evaluating market trends, assessing fund management teams, and staying updated on industry news and macroeconomic factors.

Ongoing Monitoring

We continuously monitor the investment options offered in your retirement plan to assess performance, track market trends, and identify any necessary adjustments.  If we feel that your fund line-up could benefit from a change, we work with you to understand, document and implement any needed changes.

Performance Reporting & Communication

Along with online access, we provide you with regular performance reports and communications to keep you informed about the progress of your investment fund lineup.  These reports detail the plan’s performance, investment returns, and any relevant market updates.  Our team also proactively engages with you and your board to discuss strategy, address concerns, and collaborate with other plan service providers when needed.

Participant Education

As your retirement plan advisors, we provide you and your employees with access to a wide range of investment knowledge and engagement opportunities.  Our team works with you and your recordkeeper to hold regular employee education events, both virtually or in-person.  This helps your staff learn about the importance of investing for their future and the role you play as their employer in helping them achieve their financial goals.

Employer Plan Needs Assessment

We work with you to conduct a comprehensive evaluation, analyzing various factors to determine the ideal structure and features of your plan.  Through a meticulous analysis of your company’s size, employee demographics, budget, and investment objectives, we help you identify the most suitable plan design, contribution options, and investment offerings.

Existing Plan Review

Reviewing your current retirement plan can help to ensure it remains effective and aligned with your business objectives.  We start comparing your current plan to the results of our needs assessment. Through a meticulous review, we identify potential areas for improvement, such as plan fees, investment performance, and employee engagement.

Vendor Review & RFP

It is important to make sure that your retirement plan is always functioning the way that best aligns with your company’s goals and values.  We work with you to periodically review your needs assessment and, when appropriate, facilitate requests for proposals from trusted quality partners to ensure your plan is healthy.

Investment Policy Development

An IPS establishes a clear framework for selecting, monitoring, and managing the investment options available within your company’s retirement plan. It defines the plan’s investment objectives, risk tolerance, asset allocation strategies, and performance benchmarks. By setting forth these parameters, the IPS provides a solid foundation for fiduciaries to prudently select and review investments that align with your plan’s goals and the participants’ long-term retirement needs.

The importance of an IPS cannot be overstated. It helps mitigate fiduciary liability by ensuring investment decisions are made in a prudent and consistent manner, based on predetermined criteria rather than personal biases or ad hoc considerations. Furthermore, an IPS fosters transparency and accountability by clearly documenting the decision-making process and providing a framework for ongoing plan monitoring and review.

Investment Research & Due Diligence

Our firm conducts thorough research and due diligence on potential investments to ensure they meet specific criteria, such as financial performance, risk profile, track record and alignment with your investment policy strategy. This involves analyzing financial statements, evaluating market trends, assessing fund management teams, and staying updated on industry news and macroeconomic factors.

Ongoing Monitoring

We continuously monitor the investment options offered in your retirement plan to assess performance, track market trends, and identify any necessary adjustments.  If we feel that your fund line-up could benefit from a change, we work with you to understand, document and implement any needed changes.

Performance Reporting & Communication

Along with online access, we provide you with regular performance reports and communications to keep you informed about the progress of your investment fund lineup.  These reports detail the plan’s performance, investment returns, and any relevant market updates.  Our team also proactively engages with you and your board to discuss strategy, address concerns, and collaborate with other plan service providers when needed.

Participant Education

As your retirement plan advisors, we provide you and your employees with access to a wide range of investment knowledge and engagement opportunities.  Our team works with you and your recordkeeper to hold regular employee education events, both virtually or in-person.  This helps your staff learn about the importance of investing for their future and the role you play as their employer in helping them achieve their financial goals.

Employer plans can yield numerous advantages in today’s competitive job market.  Employees often prioritize comprehensive benefits packages, including retirement plans, when considering potential employers.  By offering a quality retirement plan, employers can enhance their overall compensation package and differentiate themselves as employers of choice.

These plans can also provide tax benefits to employers, including potential tax deductions for employer contributions.  Moreover, retirement plans can contribute to a more financially secure workforce, reducing the likelihood of employees facing financial challenges that may impact job performance or result in increased turnover.

Overall, employer-sponsored retirement plans are a win-win, fostering employees’ financial well-being while offering tangible advantages to you as their employer.

Employer plans can yield numerous advantages in today’s competitive job market.  Employees often prioritize comprehensive benefits packages, including retirement plans, when considering potential employers.  By offering a quality retirement plan, employers can enhance their overall compensation package and differentiate themselves as employers of choice.

These plans can also provide tax benefits to employers, including potential tax deductions for employer contributions.  Moreover, retirement plans can contribute to a more financially secure workforce, reducing the likelihood of employees facing financial challenges that may impact job performance or result in increased turnover.

Overall, employer-sponsored retirement plans are a win-win, fostering employees’ financial well-being while offering tangible advantages to you as their employer.

Have Questions? We're Here to Help.

Our calls are always relaxed and pressure-free.

Core Employer Plan Services

Plan Needs Assessment

Existing Plan Review

Investment Policy Statement Development

Vendor Review & RFP Mangement

Professional Coordination

Target Date Analysis

Customized Fund Line-up Selection

Ongoing Monitoring

Performance Reporting

Fiduciary Education

Portfolio Income Strategies

Participant Education & Engagement

Core Employer Plan Services

Plan Needs Assessment

Existing Plan Review

Investment Policy Statement Development

Vendor Review & RFP Mangement

Professional Coordination

Target Date Analysis

Customized Fund Line-up Selection

Ongoing Monitoring

Performance Reporting

Fiduciary Education

Portfolio Income Strategies

Participant Education & Engagement

Wealth Management or Real Estate Consulting

Our calls are always relaxed and pressure-free.