Customized Plans Tailored To Your Organization

Businesses are at the heart of any community, and employees are at the heart of any business.  This is why our Corporate Retirement Plan services are designed to help businesses and employees alike.

Customized Plans Tailored To Your Organization

Advance Your Business Goals &

Strengthen Employee Relations, Simultaneously. 

Working closely with each business, our mission is to offer corporate retirement plans that help companies advance their business objectives and allow employees to achieve their retirement goals. 

With simplified and easy-to-understand corporate retirement plans, business owners can delegate the bulk of their fiduciary responsibility to us. This allows them to focus their time and energy on running their business.  

-Zac Majors, Chief Executive Officer

"Our expertise, industry knowledge, and strategic relationships allows us to have a finger on the pulse of the most successful and innovative corporate retirement plan strategies available."

How We Help You

Governance and
Compliance

Today, plan fiduciaries are carrying out their duties in an increasingly demanding regulatory environment and operating against a backdrop of increased attention and scrutiny…. from both legislators and litigators.

Limiting fiduciary liability begins with establishing and maintaining a strategic framework and a prudent process of decision-making.

  • Fiduciary training
  • Compliance and technical support
  • Investment Policy Statement development
  • Documentation and records management
  • Provider searches (RFPs)
  • Provider oversight & advocacy
  • Provider negotiations
  • Contract reviews
  • Audit support

Investment Due
Diligence

Selecting and monitoring the plan‘s investment options is a complex task, but as a fiduciary, it‘s not an option; it‘s a legal obligation.

  • Design and structure of fund lineup
  • Investment research and analysis
  • Investment monitoring and recommendations
  • Maintenance of Watch List
  • QDIA / Default Fund monitoring and oversight
  • Target Date Fund analysis, monitoring and oversight
  • Stable Value research and analysis

Fees and
Expenses

An increasing amount of attention is being paid to plan fees. Simply stated, fees reduce benefits and the cumulative effect on retirement savings can be substantial over time.

  • Fee Benchmarking
  • Analysis of fee allocation
  • Fee Negotiations
  • Structure and maintenance of reimbursement account

Retirement
Readiness

Fostering better usage of your plan doesn’t just help employees become better prepared for retirement, it can help you meet your fiduciary responsibilities.

  • Plan Design consulting
  • Investment behavior analysis
  • Participation and deferral rate analysis
  • Development of participant education programs
  • Financial Wellness programs

Providers We Work With

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Types of Plans

We Manage

With simplified and easy-to-understand corporate retirement plans, business owners can delegate the bulk of their fiduciary responsibility to us. This allows them to focus their time and energy on running their business.

Defined Contribution

  • 401(k)
  • 403(b)
  • 457 Governmental
  • Profit Sharing
  • Money Purchase
  • Employee Stock Ownership Plans (ESOP)

Defined Benefit

  • Pension
  • Hybrid
  • Cash Balance
  • Defined Benefit

Non-Qualifed

  • Deferred Compensation
  • Supplemental Executive Retirement Plans (SERP)
  • Defined Contribution Long Term Incentive Plans
  • Non-Qualifed Survivor Benefits Plans
  • Supplemental Executive Benefits

Enhance your Plan

Advance your goals.