A well-thought-out retirement plan reflects the diverse needs of your workforce, attracts and retains talent, while keeping within the guidelines dictated by the Employee Retirement Income Security Act (ERISA) and the Department of Labor (DOL). Through plan design, cost analysis, vendor selection, investment monitoring and ongoing education, you will have a custom playbook to meet your company’s needs.

Our job is to take your specific plan goals and streamline the process of creating a valuable asset that makes your company shine in the eyes of your employees. We provide support and protection and serve as the quarterback for your plan. It is our privilege to help our clients provide a retirement program that will help position employees to build adequate savings to retire with a secure future.

Our Full-service Program Provides:

Plan Design Consulting

• Designing features based on your goals and company census

Vendor Evaluation

• Investment platforms/recordkeeper
• Third party administrator (TPA)
• Auditor
• Payroll services

Investment Management

• Fund selection and due diligence reporting
• ERISA 3(21) fiduciary services
• Annual plan review

Employee Financial Wellness Education

• Customized education program
• Participant support for enrollment and ongoing account management

Meet your Retirement Plan Specialist, Julie Pelletier.