Retirement Plan Services

We help employers mitigate risk by assisting with trustee and fiduciary services. Shifting different levels of responsibility to us reduces required duties and potential liabilities from you as the sponsor. We can serve in the capacity of a discretionary or directed trustee, and an administrative fiduciary.

Your business is unique, therefore, don’t settle for an off-the-shelf plan. Based on the goals and objectives of your plan, we will analyze your plan to maximize plan participation, optimize employer contributions, implement strategies to minimize plan failures and address other plan objectives.

With our retirement plans, you have access to more than 25,000 actively managed and index funds, ETFs and CITs, in addition to multiple suites of Target Date Funds.

Our highly credentialed team of professionals will consult with you on plan operations and industry trends, allowing you to focus on the needs of your employees and business operations. We support a wide array of §3(16) Administrative Fiduciary Services, including complete distribution processing, filing your Form 5500, year-end testing and much more.

Our commitment to financial wellness is invaluable, and may include virtual or onsite education meetings, video seminars, a library of educational content and custom campaigns to engage and inform your employees as they utilize this benefit.