We provide a thorough process to help plan sponsors evaluate, understand and implement comprehensive retirement programs for employees.

We focus heavily on education so that you can make the most advantageous decisions with respect to:

  • Investment strategies - Find the most suitable and cost-efficient investment vehicles.
  • Plan sponsor solutions - Access comprehensive tools so that you can help your employees.
  • Participant solutions - Provide dynamic products for the right participants.


Plan Sponsor Impact Points…

Access diverse investment options including multiple tier options with adequate diversity in the selection consistency with the broad range of requirements of ERISA 404(c).

We’ll then help you understand how you can best plan your operations for optimal benefit. Determine which processes help determine optimum plan design, learn how to increase participation and deferral rates, and retain highly compensated employees. We’ll also help in the implementation of legislative updates and marketplace changes.

Learn to understand the regulations that govern your plans, learn about education for fiduciaries and understand the requirements for transparency in fee disclosure. Lastly, receive trusted education and advice about how to keep employees engaged, properly diversified and progressing toward their retirement goals.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

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