Retirement Services
Retirement Services
As a plan fiduciary, we focus on attainable goals for every retirement plan.
- Mitigate Plan Sponsor Risk
- Minimize Fees and Expenses
- Provide “Best in Class” Investment Options
- Increase Plan Participation
- Improve Participant Outcomes
- Improve financial well-being
We provide unique tools and expertise to exceed expectations:
Compliance and Regulatory Updates
In-house ERISA counsel to keep you informed and help you remain complaint
World-class Investment Analytics
Ensure best-in-class investment options
Centre for Fiduciary Excellence (CEFEX®)
Certified fiduciary process mitigates risk and improves outcomes
Mergers & Acquisitions
Experts in plan consolidation solutions for M&A
Employee Communications
Create campaigns to get and keep your employees engaged
Plan Design Optimization
Experienced insights to maximize plan efficiency and effectiveness
Fiduciary Vault
Electronically stores and safeguards plan documents and archives critical Committee decisions
Financial Wellness Solutions
On-line tools, webinars and videos to promote retirement readiness
Retirement Plan Specialists
Our associates each average 20 years of experience in the retirement plan market
Defined Benefits Plan Investment Management
Assist in funding or de-risking DB plans
RFP, RFI, Benchmarking and negotiation
Ensures reasonable fees and proper financing strategies
Non-Qualified Deferred Compensation and Executive Benefit Plans
Customized for your workforce
Our Fiduciary Process – The Global Fiduciary Standard of Excellence
There is only one consolidated, well-substantiated list of fiduciary best practices in the country; the Global Fiduciary Standard of Excellence. This standard has been established by The Centre for Fiduciary Excellence – CEFEX®. CEFEX® Certification is based on ISO principles and auditing methodology. Our process has earned CEFEX® certification, ensuring adherence to the Global Fiduciary Standard of Excellence. This certification is updated through an annual review.
