Businesses & Corporations
The challenges you face are unique - the importance of your decisions today weighs heavily on the future of both your business and your employees. Now’s not the time to settle for a generic, cookie-cutter solution. Now’s the time to work with a knowledgeable and experienced guide who can develop tailored strategies to address your complex concerns.
We work with business owners and plan sponsors to:
Understand & manage
their fiduciary risk
Optimize savings benefits
for plan participants
We Can Help With:
The best plan participant is an educated one. We offer guidance for your employees, offering online and onsite educational meetings.
Acting as an ERISA 3(21) fiduciary, we implement a risk management strategy that outlines the objectives and responsibilities of your investment committee. Annual fiduciary training ensures that your committee is well-versed in the ever-changing fiduciary landscape.
Our Goal Is To:
Help plan sponsors provide well-constructed, customized retirement programs designed to fit the needs of hardworking employees while minimizing company expense.
Find Out How We Can Help
Whether you already have a plan in place or you’re starting fresh, we’ll analyze your offerings and work to design a tailored plan that addresses the needs of your company and your employees. We can consult on the development of various types including 401(k), 403(b) and 457 plans, profit-sharing plans and cash balance plans.
To start, we’ll develop your unique Investment Policy Statement (IPS). This will serve as the foundation for all future investment-related decisions we collaboratively decide for the plan.
Taking on a co-fiduciary responsibility, we’ll remain current with any and all regulations, changes in law or statues that define the conduct of a fiduciary. In doing so, our goal is to help plan sponsors remain compliant with all DOL and ERISA regulations.
Are You a Business Owner or Corporate Leader
Looking to Optimize Your Employer-Sponsored Benefits?
Get In Touch