Process-Driven Retirement Consultant

Following a disciplined process, we provide customized guidance and solutions to develop retirement plans that meet the needs of your company and your employees. From plan design to provider benchmarking, from investment analysis to employee communications, our solutions help protect you from corporate and personal financial liability while helping your employees plan better for retirement.

 

We work with you to construct a retirement plan designed to achieve the goals of your business and your employees. Through a well-established approach, we match your goals and objectives to the knowledge and expertise of a well-respected plan provider. We revisit your plan periodically to help ensure that it reflects any legislative changes and continues to meet your goals as your needs evolve.
 

To help ensure your plan remains competitive in services and costs, we review your provider selection and request proposals every three to five years. We provide you with a thorough analysis of each provider's recordkeeping, administration, technology services, plan compliance, employee communications, and investment management services so that you can make an informed decision on your choice of a provider.

We work with you to develop, adopt, and reevaluate an investment policy statement so that you can prudently evaluate, select, monitor, and adjust your plan investment options. We thoroughly vet your investment options using a number of tools, including quarterly investment performance monitoring reports, a GBB scorecard ranking of available investments in each asset class, as well as quantitative and qualitative evaluations. We integrate your investment policy statement with our quarterly performance monitoring reports to evaluate results based on your specific goals.
 

To help your employees understand the plan benefits and how to navigate their investment options, we provide ongoing education and information. We help you draft employee communications materials to keep your employees current on the plan as well as conduct on-site enrollment meetings, investment education meetings, and topical seminars. Your employees also have the opportunity to meet with us at our offices to discuss their retirement accounts.