Retirement Planning

Many times, our clients are unsure which retirement plan is “right” for their organization. In making that decision, clients can be overwhelmed with the variety of factors that impact a retirement plan’s success. Plan design, investment performance, employee communication, and cost structure have typically been the core concerns. Nowadays, issues such as merger & acquisition capability, HRIS integration, and cutting edge technology are becoming equally important.

Our job is to help our clients identify realistic goals and objectives and bring to them the products and solutions that meet their needs. Whether our client is instituting a new plan or upgrading an existing program, the consultative approach we take will identify the correct plan design, locate an appropriate vendor, coordinate the plan’s implementation, limit the employer’s liability and provide a workable, efficient framework for the plan’s day-to-day administration.