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Corporate Retirement Plans

As a business owner, you may feel an obligation to enhance the financial health and wellbeing of your employees. If you’re interested in implementing an employer-sponsored retirement plan, we can help design a program that meets the needs of your business and employees while complying with all regulations.

Our full-service corporate retirement plan services include:

  • 3(38) and 3(21) Investment Fiduciary Services
  • Open architecture investment selection
  • Investment analysis and benchmarking
  • Fee analysis and benchmarking
  • Investment policy statement (IPS) support
  • Investment selection and monitoring
  • Fiduciary risk management
  • Provider search assistance

The following services are provided by our affiliate, Tax Favored Benefits, Inc:

  • In-house TPA
  • Plan design consultation
  • ERISA compliance
  • 3(16) Plan Fiduciary Services
  • Enrollment & Education Services

Interested in Learning More?
Schedule a call with one of our experienced professionals.

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