Retirement plan benefits are a critical component of any benefits package. A comprehensive retirement plan package can help employees reach their goals, and help you attract and retain top talent.
Our retirement plan services are designed to pinpoint areas of potential risk as they relate to the fiduciary responsibilities and plan operations of your corporate retirement plan. Helping plan sponsors reduce fiduciary liability is a constant challenge. It requires plan design expertise, independent investment analysis and benchmarking, and a sophisticated employee communication program. We go beyond the standard and act as your partner. We listen to you, understand your culture and goals and then match your needs with the best financial solutions.
Our services include:
What’s the plan fiduciary’s obligation to provide meaningful investment choices? Obviously, 401(k) or 403(b) plan sponsors cannot guarantee retirement security or successful investment performance. Yet, as we’ve discussed before, plan fiduciaries have an obligation to select and regularly monitor the performance and cost of the investment choices the plan provides to its participant investors, and a popular option is a target date fund (TDF), which provides an easy way for an employee to plan for retirement around a particular date.
This eBook is a great companion piece to our upcoming "Motivating the Millennials" webinar on Wednesday, April 18. Register for this complimentary webinar and join us to better understanding the mindset and motivations of the Millennial generation. This eBook will cover the leading benefit strategies for attracting and motivating this new generation of workers.
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