Business Owners & HR Leaders
As a business owner, you want to know you’re caring for both the future of your business and your employees. Selecting the right employer-sponsored benefits and retirement plan should strike a delicate balance between offering your employees the options they need to seek financial independence while keeping in mind your business’s goals for growth.
We help business owners understand and execute their responsibility to their employees as we help analyze, select and implement an appropriate retirement plan.
We offer our services in developing a number of employer-sponsored plans including 401(k), 403(b) and other plan types.
Our Plan Selection Services Include:
- Fiduciary Education | We provide fiduciary training and guide you in establishing a prudent process to manage your responsibilities with confidence.
- Retirement Plan Design | We review your current plan structure, assess its effectiveness, and identify opportunities for improvement.
- Investment Oversight | We develop an Investment Policy Statement to guide investment selection and monitor plan investments for quality, performance, and cost.
- Employee Education | We offer ongoing enrollment support, informational meetings, and a comprehensive library of educational materials to help employees make informed decisions.
- Vendor Relationships | We assist in evaluating service providers, assessing their technology, tools, and overall value to your plan.
- Ongoing Meetings | We schedule regular meetings with trustees and key decision-makers to review plan performance, updates, and strategic opportunities.