Retirement Plan Services

Having an employer-sponsored retirement plan can help you to attract, retain, and reward the employees that play such an integral role in the success of your business.  Providing a retirement plan carries its own responsibility, however.  That is why establishing or changing a retirement plan is a major decision for any company, small or large. We understand this, and will work with you and your advisors with this process.

Plan Design
We will work with you to identify your retirement plan goals and help choose the type of plan that accomplishes those goals based on your company’s size, demographics, and cash flow restraints.

Provider Selection
We will help you find a retirement plan provider and/or insurance carrier that can provide you and your employees with maximum flexibility and benefits for the lowest available cost.

Employee Education
Our e-mail communication program will include monthly or quarterly newsletters to employees.  In addition to this, we will facilitate semi-annual or annual onsite financial education seminars on various financial concepts, catering to the employee’s financial interests and needs.

Plan Review
We will maintain contact with your service team and advisors in the monitoring of compliance testing. We will also meet with the plan sponsor annually, face-to-face, to provide ongoing updates on the plan and to review the retirement plan needs of the company and its employees