Replace Your Current Plan
- Do you want to improve your company’s existing retirement plan service and support?
- Are you confident you understand every aspect of the retirement plan marketplace and the proposals you request?
- Are you taking steps to mitigate your fiduciary liability?
There are dozens of retirement plan platforms available, and trying to determine the best one for your company can be a daunting task. The current (and ever-changing) regulatory environment, the volume of retirement plan products available, and the sheer number of options in service are riddled with legal fiduciary liabilities. Taking the time to navigate this complicated territory steals time and resources from your business. And mistakes are costly. You and your employees – your most valuable assets – can lose years of retirement savings and confidence in their financial situation.
How We Can Help
Leverage our knowledge, independence, and expertise to help you analyze, benchmark, and enhance your current retirement plan. We may be able to help you reduce costs, streamline operational efficiencies, and increase participant engagement and tools in your company’s existing retirement plan. We also provide 3(38) and 3(21) fiduciary services to limit your liability.
We automatically benchmark your plan to collect information that can give you more confidence in your existing plan, or give you a clearly defined path for changing your plan. Our in-house proprietary provider search and Request for Proposal (RFP) service can help you zero in on critical retirement plan details, such as investment performance, expenses, and operational efficiencies. We also enable you to easily compare dozens of plan providers and make decisions with confidence.
Our team provides concierge-level service in all aspects of your plan operation, from employee enrollment assistance to education and engagement. We provide a customized retirement portal and personal financial website for each of your employees. We pride ourselves on our one-on-one employee engagement and onsite educational seminars.
Entities shown above are not affiliated with LPL Financial, Faubourg Private Wealth, or Advisor Resource Council (ARC).
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.