Your plan’s named fiduciary is accountable for everything about your retirement plan. Have you taken the right steps to formally create a committee responsible for the plan’s investing and daily administration?Learn More
Smart retirement plans hinge on making saving easy for employees — and making work easier for you. With a competitive plan that can provide financial security, you have the potential to make your workforce happier, more focused and more productive. Better yet, it’s a way to attract – and keep – the talent your company’s success depends on.
Your plan should reflect the expectations of your diverse workforce. At the same time, it has to take into account all of the complex rules, regulations and laws put out by ERISA and the DOL. All while building in the demographics, data and unique culture of your business. The work can be overwhelming. That’s why we offer companies like yours game-changing solutions, processes and systems, backed by highly personalized consulting support.
We help take the worry out of retirement planning so you – and your employees – can focus on business.
Many companies think they have a great retirement plan. So why are employees still contributing too little to the plans or not at all? Using Courageous Plan Design™, we’ll help you steer your employees in the right direction … toward the path to successful retirement outcomes.Learn More
It’s tough to stay on the treadmill of ever-changing and increasingly complex legal and regulatory mandates. To reduce your exposure to fiduciary liability, you have to spot the potential weaknesses in your plans and then quickly get a solution into place. With our Fiduciary Fitness Program™, you can get a gap analysis that looks at hundreds of compliance-critical criteria and an action plan to clean up any problems.Learn More
Benchmarking is more than making sure you’re paying the lowest fees. It’s also about whether what you’re getting is worth what you’re paying. With a thorough market analysis, backed by personalized guidance and support, you can make sure that value and features balance. Using the power of technology, we can see how your current provider’s cost and quality stacks up against the competition.Learn More
Selecting and keeping an eye on investments for your retirement plan can be tricky. First, you need an expert to help you achieve desired outcomes, manage risk and reduce your fiduciary exposure. But you also need an independent, sophisticated way to break down the individual elements of success that add up to a superior plan offering. Through our proprietary Scorecard System™, you’ll have access to easy-to-understand 10-point scoring for over 40,000 investments across hundreds of provider products.Learn More
Concerned that plan fiduciaries weren’t adequately looking at the assumptions and risk postures of a plan’s target date funds (TDFs), the DOL published tips for sizing up the options and selecting the right glidepath. With our TDF suitability process, we can help you apply these tips to find TDFs that work to meet your plan goals and participant needs. You’ll get access to a comprehensive analysis that combines plan-specific assumptions with participant demographics and behavior to identify potential “best fit” risk alternatives for your plan’s TDFs.Learn More
You want to do everything you can to make sure your employees maximize their financial security. Financially stressed-out employees tend to be less productive and invest at a lower rate in the retirement plan. Our customized workshops, one-on-one meetings, financial wellness programs and ongoing support are built to engage your employees and allow them to reach their full retirement income potential.Learn More
Every one of your employees has unique short- and long-term financial goals and financial situations. Using our financial consulting services and people-friendly tools, they can organize their financial life into one comprehensive plan that’s easy to manage. The goal? Happier, secure employees who are more focused and more productive.Learn More
Nick Della Vedova