Retirement Plan Services

Helping businesses build stronger retirement plans and
employees prepare for their future.

A retirement plan is an important part of your employee benefits offering. Our Corporate Retirement Plan team helps employers establish, evaluate, and manage retirement plans that support their business objectives and their employees’ financial futures.

We work with business owners, human resources teams, and plan administrators to simplify plan management, evaluate costs, and provide ongoing investment guidance and employee education. Whether you are starting a new plan or reviewing an existing one, we help you make informed decisions and coordinate with the providers responsible for keeping your plan running.

How We Work

Plan Design and Evaluation

We help assess whether your retirement plan aligns with your business goals, workforce
needs, and the retirement objectives of owners and employees. Working with your
plan’s providers, we evaluate plan features and opportunities to improve the benefit you
offer.

Investment Selection and Monitoring

We help evaluate and monitor your plan’s investment lineup, considering performance,
expenses, diversification, and the choices available to participants. Our ongoing reviews
help employers make informed decisions as their plans evolve.

Fee Review and Benchmarking

We review advisory, recordkeeping, administrative, and investment expenses to help
you understand what your plan costs and the services you receive. When appropriate,
we help identify opportunities for more competitive pricing or improved service.

Support for Plan Oversight

We help plan sponsors organize investment reviews, evaluate providers, and document
plan decisions. Our team provides guidance to support a consistent, thoughtful
approach to overseeing your retirement plan.

Provider Coordination and Service

We serve as an ongoing point of contact, helping coordinate with recordkeepers, payroll
providers, and third-party administrators. From resolving service issues to evaluating a
provider change, we help employers navigate the moving parts of their plans.

Plan Transitions and Business Changes

A provider conversion, business sale, or workforce change can raise important
retirement plan questions. We help coordinate the transition and support employees as
they evaluate their next steps.

Supporting Your Employees

A retirement benefit is most valuable when employees understand how to use it. We provide education and guidance to help participants make informed decisions about saving and investing.

Our participant support includes:.

Understanding the plan and how to enroll.
Evaluating contribution levels and employer matching opportunities.
Understanding investment options and diversification.
Reviewing progress toward retirement goals.
Considering retirement account options when changing jobs or retiring.

Through group education and individual conversations, we help make retirement planning more approachable and relevant to your employees.

A Dedicated Team, an Ongoing Relationship

Our team brings together experience in retirement plan consulting, plan design, financial planning, and participant relations. We work alongside your existing providers and stay involved as your business and employees’ needs change.

Our goal is to help you offer a competitive retirement benefit, make plan oversight more manageable, and give employees access to guidance throughout their retirement journey.

Let’s Review Your Retirement Plan

Whether you want to establish a plan, evaluate fees and investments, improve
employee engagement, or address service concerns, our team can help.

Contact our Corporate Retirement Plan team to schedule a conversation