Corporate Retirement Plans
Your Retirement Plan Partners
Our team has worked with qualified plan sponsors for over 30 years. We present a wide range of tools to help you deliver retirement programs, working directly with your employees to help them as they pursue their vision for retirement.
As your retirement plan partners, we will provide the following services to plan sponsors:
- Assist employer in reviewing ERISA fiduciary requirements
- Assist investment committee with preparation of an Investment Policy Statement
- Recommend a meaningful, diversified investment lineup
- Monitor fund performance and recommend replacement process
- Compliance Review
Read our recent commentary on our approach to 401(k) plans: Unintended Consequences
As your retirement plan partners, we are committed to making your retirement plan work at not only the trust level, but for each employee at your company.