Tailor a retirement plan that’s just right for your organization

Learn more about our retirement plan services

• Trust and fiduciary services

  We can serve as a fiduciary to the plan as corporate trustee to assist you in maintaining ERISA and IRS compliance.

• Plan design advising and governance consulting

  A retirement plan consultant team will work with you to understand your goals and design a plan to achieve them. Also, our team of retirement plan professionals understands the complexities of ERISA and IRS governance and will help ensure ongoing compliance.

• Investment solutions and monitoring

  We’ll serve in an ERISA 3(21) or 3(38) Fiduciary capacity depending on your specific needs to assist you in fulfilling your fiduciary responsibility to the plan. We’ll also provide independent investment due diligence and analysis to construct and monitor your fund menu.

• Participant education services and online resource

  Our retirement plan professionals host enrollment and education meetings. Participants are also provided online access and mobile apps to track progress, review performance, and conduct transactions at their convenience.

• Ongoing plan evaluation

  Quarterly, annually, or at your convenience, we provide plan information to help you analyze your plan’s performance against your goals and objectives. Our reporting tools offer benchmarking to plan market metrics, investment performance, and fee evaluation.