Attract and retain quality employees with a Group Retirement plan that will make you a more competitive employer
Saving for retirement has become increasingly important as our population ages. A Group Retirement Plan is a very effective method of attracting and retaining quality employees, and can also offer significant tax-sheltering opportunities.
Our specialists are well-versed in all aspects of Group Retirement Plan Design and Administration and can advise you closely on what plans would suite your business goals and objectives
We take the time to understand your employees through surveys and analyzing current investment and saving patterns allowing us to take the pulse of your employees Financial Wellness.
Working with you in figuring out your hiring goals, your historical issues and budgetary restraints and objectives allows us to build a foundation of understanding.
After discovery we discuss and analyze all your options in choosing the right plan for your business and its employees. Structuring plans based on turnover and compensation analysis. We provide a matching formula, negotiating fees on your behalf and ensuring your plan is competitive to the marketplace.
You are our client and we want to get to know your employees and become a trusted partner. We go through the application process with you and provide enrollment sessions for you and your employees just to make sure the transition is easy and smooth. Implementation is one of the most critical elements of onboarding a new plan, and it is imperative it is done cleanly.
We build financial planning topics for employees based on demographics. We work closely with management to ensure goals are being met and the company is competitive. Optional feedback reports are provided to ensure we are exceeding targets.
On a macro level, we go over the funds being offered, plan adjustments, fiduciary concerns, CAP guidelines and more.
Design plans that helps you attract, retain and reward your employees
Highly involved every step of the way, we see all our clients at least twice a year.
Review and advise annually to ensure the plan is still the best option for your company