We know that your focus is on running, growing and managing your business. Our retirement plan services reduce complexity while addressing the unique needs of your organization. To help you focus on what counts, we focus on the following:
When we talk about plans, we aren’t talking about products, we’re talking about solutions. Our team helps businesses of any size choose retirement plans that support both employers and employees. Regular plan reviews help ensure compliance, optimize performance, and adapt to changing business needs.
It’s all about implementing and keeping the plan that works for you, your business and your employees. Explore common questions below or connect with a local advisor for personalized guidance.
Yes, regular plan benchmarking helps support fiduciary responsibilities and protect participants' interests.
Our comprehensive retirement plan solutions support every aspect of plan administration and participant engagement. You can rest comfortably knowing that you have one point of contact for all your retirement plan needs.
Plan construction must always incorporate the client’s goals. That’s why we use this knowledge as the cornerstone of any plan’s design. However, annual plan design review and ongoing recommendations are crucial to a plan continuing to meet its corporate goals. Regular plan document reviews and year-round guidance help support compliance and plan performance.
A well-documented investment strategy helps plan sponsors manage fiduciary risk and meet oversight responsibilities. You should always maintain an investment policy statement, quarterly investment reports and annual investment meeting minutes. In our discretionary trustee capacity, we mitigate investment exposure. Additionally, we produce and maintain each of the noted items and provide our clients peace of mind.
Addressing annual discrimination testing is a concern for plans that are attempting to maximize personal deferrals. Potential solutions range from plan design modification to enhanced participant education and participation. We bring extensive experience and a proactive approach to addressing this concern.
Participant education and healthy savings habits are key drivers of successful retirement outcomes. We address this with a unique combination of educational tools that provide consistent, comprehensive, and accountable participant communication. We provide personalized retirement plan support, education, and guidance for employers and employees.
As a trustee, you are responsible for investment oversight and retirement plan compliance. Our trustee solutions help reduce risk, simplify oversight, and support retirement plan compliance.
Trustee services can help reduce fiduciary risk and ease plan administration responsibilities. Speak to one of our advisors about trustee service options for your business. Simply request a meeting below.
Contact us to connect with a member of our Wealth Management Team
Learn about our blog, authored by our Chief Investment Officer & Chief Economist, Kenneth J. Entenmann, CFA®
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