Retirement Planning

The biggest challenge faced by many of our clients is providing a retirement plan that meets the needs of employees and complies with all regulations. Our full-service retirement planning services help you develop a quality retirement plan, including:

  • Current plan fee and investment analysis and bench-marking
  • Open architecture investment selection
  • Participant services, including an innovative employee financial wellness program
  • Investment Policy Statement (IPS) support
  • Investment committee backing

Our process includes the following steps:

  • Discovery: We begin by gaining an understanding of your company, your financial needs, your challenges and your goals for the retirement plan. We also work to understand your employees and any challenges they may face.
  • Analysis and Planning: Once we have a clear understanding of your current situation and your goals for the retirement plan, we work with you to create a written investment policy statement that incorporates your risk and return objectives, tax efficiency and the needs of your employees.
  • Implementation: Once the investment policy statement is finalized, we collaborate with you and a trusted retirement plan provider to implement the retirement plan and educate your employees. We understand that the best retirement plan in the world won’t accomplish a thing if it’s not well adopted by employees. That is why we take the time to educate your employees on the benefits of the plan, their investment options and why saving for retirement is so important.
  • Ongoing Review: Implementing your retirement plan is just the beginning. We consistently monitor and report on the effectiveness of your plan design and investments. We also send your plan out to bid on an annual basis to help ensure you continue to receive the best possible services and value for your money.


Contact us