How We Can Help Employers

Key ways we help employers with their retirement plans:

Plan selection and design: Assisting employers in choosing the best retirement plan type (e.g., 401(k), SIMPLE IRA) based on their company size and employee needs, and designing the plan with appropriate investment options, plan features, and contribution levels.
Employee education: Providing financial literacy workshops, webinars, and one-on-one sessions to educate employees on the importance of retirement savings, investment strategies, and how to maximize their employer match.
Employer contributions: Consulting on setting up an employer match and/or profit-sharing program to incentivize employee participation and increase retirement savings.
Fiduciary responsibility: Guiding employers on their fiduciary duties to ensure they are acting in the best interests of plan participants when selecting investments and managing the plan.
Compliance support: Staying updated on regulatory changes and providing guidance to ensure the retirement plan adheres to all necessary legal requirements.
Investment advice: Partnering with investment advisors to offer recommendations and expertise on investment options (fund menu), Investment Policy Statement (IPS), Qualified Default Investment Alternative (QDIA) and Target Date Funds (TDFs).

Schedule an Appointment to learn more about how we help employers get the most out of their retirement plan.