Institutional Clients

 

Retirement Plan Services
A comprehensive, single-source retirement plan management system
individually tailored to fit your company’s needs.
 
Your company’s retirement plan offering needs to be managed with minimal internal involvement and without hassle to your company personnel. Our team is the single source your company can trust to proactively manage all aspects of the process so your staff can focus on running your business! Our mission is to provide a retirement plan benefit that is truly beneficial in the eyes of the employees and the company
For example, did you know that your plan may already have built-in fees and funds to pay for all or part of our management service? Let’s explore your plan together, and we’ll provide you with a set of competitive and cost-effective options for services. We offer you the advantages of innovation, objectivity, flexibility and flawless execution.
Do your employees know about all the options they have as they seek to maximize their nest eggs? We will happily come to your facilities to teach and explain these many options, and the impact they can have on future retirement funds.
We happily offer the following Employee Education Seminars:
                     
                    Investment Fundamentals
                    Mutual Funds
                    Retirement Investment Strategies
                    Retirement Planning
                    Turbulent Times
                    Financial Management Fundamental
                    Tax Strategies
                    Annuities
                    Employment Transitions
                    Retirement Plan Distributions
                    Estate Conservation
                    Long Term Care
                    College Funding
                    529 Plans
                    Six Steps To Retirement: Envision the Possibilities
We have devoted significant resources to developing a comprehensive understanding of the products and services within the retirement plan market place to help you better manage the unique challenges you face. Our distinctive approach is based on a culture of collaboration, innovative thinking, and flawless execution. We can help your company move forward!
 
Our Philosophy
We concentrate on being everything to a few, select group of companies, rather than trying to be everything to every company. This allows us to provide you the highest quality retirement plan programs at a reasonable price.
 
Our Objective
To be an advocate to both you the plan sponsor and your employees during the entire retirement plan process.
 
Our Qualifications
We have been working with corporate retirement plans, large and small, for more than 25 years. Our local team has worked with hundreds of Plan Sponsors and conducted educational meetings for over 10,000 plan participants. We understand the importance of service. Our experience extends to the following areas:
 
                    Plan Provider Selection and Monitoring
                    Investment Selection and Mentoring
                    Plan design
                    Implementation and conversion
                    Record keeping system implementation
                    Employee education
 
As veterans of the retirement plan industry we will deliver comprehensive consulting services to you, the Plan Sponsor. We provide your participants with investment guidance and education.
Leveraging our experience, knowledge and resources to help implement and manage a company benefit, you can feel confident that you are making the right retirement plan decisions for your company.
 
We look forward to meeting with you!