Services for Corporations

We partner with employers to create and maintain retirement benefit programs which insure Fiduciary support, guidance, and superior plan service needed to help maximize opportunities for a successful retirement.

Employee and Executive Benefits

Our Firm specializes in helping employers assess the options for their corporate retirement programs. Competitive benefit/retirement plans are critical to attracting and retaining quality employees.

We will create a plan centered around your employee's needs and available resources. We work with your tax and legal advisors to help you understand the advantages and disadvantages of the available choices.

Our consolidated approach to benefits planning will lower your overall costs, eliminate duplication of your staff's efforts, and increase efficiency. Our knowledge and experience will help you ascertain and implement the correct plan design and provide ongoing service to administrators and employees.

Plan Sponsor Support

We provide our plan sponsors (employers) with:

  • Fiduciary advice in creating and maintaining a diversified menu of investment options (3(21) advisory  or 3(38) management.)
  • Comparison to industry benchmarks, so that you know how your plan stacks up against others.
  • Monitoring plan investments to reaffirm they are meeting investment policy criteria.
  • Reviews of fiduciary issues and ERISA law changes annually in order to keep your plan in compliance.

Participant Support

We provide your participants with:

  • Education and motivation to maximize the value of their plan
  • Face-to-face meetings to discuss prudent choices
  • Goal setting for proper retirement planning

Informed participants make the difference in how successful a plan operates. The primary objective is helping participants reach their retirement goals with resources for a lifestyle of dignity.

Visit our Featured Links page for more information on Qualified Plans for Corporations.