Retirement Benefits

As your co-fiduciary we have a shared interest in providing benefits that place the needs of both you and your employees first.

Plan Customization

By sponsoring company retirement benefits, you have many important decisions to consider. Considerations include which type of plan fits your needs, which employees will be eligible to participate, vesting requirements, contribution options, and many more. We'll advise you through every step, helping you customize a plan that is just right for your business and your plan participants. Available retirement plan types include:

401(k)
403(b)
SEP IRA
SIMPLE IRA
Individual 401(k)

Flexible Investments

Being flexible and providing access to smart investments is at the core of any great retirement plan. We are not beholden to any one family of funds or type of investment. Instead, we promote an open platform of investment options. We'll discuss the benefits of multiple investment types and curate an investment lineup that's right for your plan. Your investment lineup may include any combination of the following:

Mutual Funds
Index Funds
Exchange Traded Funds
Target Date Funds
Separately Managed Accounts
Self-Directed Brokerage Trading

Personalized Financial Planning

Retirement plans help you attract and retain top talent. We deepen the value of this benefit by providing personalized retirement and wealth planning, one-on-on with your employees. We help plan participants establish retirement goals and show them how to invest toward reaching those goals. Personalized wealth planning is available to all eligible plan participants as a complimentary service for our retirement plan clients.

Fiduciary Oversight

Companies that choose to sponsor a retirement plan have many regulatory obligations that must be met. As an advisor to your plan, we act as a co-fiduciary, helping you navigate these duties. Together, we'll review plan details regularly and make changes as needed. Keeping your plan relevant and up to date is in line with our commitment of putting your best interests first.

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