Corporate Retirement Plans
Offering the right retirement program to your employees can make an important difference in attracting and retaining quality employees. Having served a variety of companies of varying size and differing requirements, our professionals are sensitive to the necessity to design programs that are easy to understand and implement and that deliver solid investment results for your employees. We are equally knowledgeable about Defined Contribution, 401(k), and Defined Benefit Plans.
Services include:
- Plan analysis
- Service provider searches/RFP responses
- Proprietary and non-proprietary investment managers
- Mutual fund benchmarking and performance evaluation
- Employee communications and education
- A wide array of services--consulting, record-keeping, trustee, custodial and audit - offered through a well-established strategic partner network
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