Retirement Plan Guidance
complete. independent. essential.
Helping you manage your employer-sponsored retirement plan.
Staying on top of ERISA regulations and requirements is hard—even for the most skilled retirement plan sponsor. Our ERISA Team knows and understands the many rules and regulations you must follow, and can help you keep your plan ERISA compliant.
Finding the right investments for your employees begins with a thorough search. Our Investment Team uses a proprietary system to help you select the best investments for your employer-sponsored retirement plan. Plus, we can help you monitor and manage those investments for the best possible return.
Ultimately, the goal of your employer-sponsored retirement plan is to provide a benefit to your employees. Our RetireAdvisers® Team can help prepare your employees for retirement by designing and implementing education strategies that reflect your plan’s unique goals.
Helping you prepare for life in retirement.
Retirement Planning Services
Staying active in your retirement planning is key to enjoying the kind of retirement lifestyle you want. Our professionals can help you with all aspects of your retirement planning. We provide fee-based advice to help you stay on the right track and prepare for your retirement goals—financially and non-financially.
- Oct2311:00 AMWebinar
Presented by Cody Mendenhall, Director, Investment Team
This complimentary webinar will discuss best practices for selecting, monitoring and changing up the plan’s investments. We will also discuss Target Date Funds and how they should fit into your plan’s investment lineup.
As of Q2 2014
Best Practices From Our Experts
In the past, we’ve talked about the roles and responsibilities of being a fiduciary. Fiduciaries to retirement plans have the responsibility to monitor the plan’s service providers, to make sure agreements are reasonable and to confirm that services being provided are necessary. Recently, Fidelity Investments, the nation’s largest retirement plan provider, was sued by 50,000 […]Read More
During the third quarter, both equity and fixed income markets were subdued as investor sentiment turned more cautious over signs of slower growth, continued geopolitical unrest and the Fed raising interest rates. Investor sentiment switched from risk-taking during the second quarter to risk-avoidance during the third quarter. For the third quarter ending September 30, 2014: […]Read More
There are three different and distinct phases in retirement. Initially, you will find yourself in the go, go, go phase. You might call the second phase slow, slow, slow, later followed by the no, no, no phase. This post will focus on the second phase of retirement life, the slow, slow, slow phase (for more […]Read More