Retirement Plan Services

A retirement plan that works for both you and your employees is an integral part of your company’s future success. As an owner or manager, you need a plan that keeps benefit costs reasonable and prudent. You also need a plan that helps attract and retain valuable employees. Our experienced Retirement Plan Services Team offers you the opportunity to customize a plan that can help meet the needs of your entire organization.

Plans Managed In-House

We perform investment management, participant record-keeping, and third party administrator services in house. This eliminates the need to coordinate between multiple providers and creates greater accountability and consistency for you and your employees.

Dedicated Plan Consulting And Analysis

Facilitated by qualified specialists in plan design, on-going governance and compliance monitoring, our process of plan consulting and analysis ensures every aspect of your plan is structured to meet your unique priorities.

Fiduciary Risk Management

We support you in meeting your fiduciary responsibilities related to investment selection, fee transparency, and documented plan governance. We are able to act as both a 3(21) investment advisor and a 3(38) investment manager—focusing on reducing liability through an unbiased, disciplined, and documented due diligence process.

Employee Engagement

Employee engagement is vital to achieve retirement knowledge and readiness. Our solution includes quality, in-person enrollment meetings, effective online tools and resources, and other guides and communications to help you as the plan administrator.

Dedicated Plan Consultant

You get a dedicated plan consultant—a responsive, single-point-of-contact to help answer questions, resolve issues, and effectively manage all aspects of service.