Beneath all of the rules and regulations, retirement plans serve one purpose: to allow participants to live comfortably after their careers. To do so, people must be engaged in the retirement planning process. Through our RetireAdvisers® services, we meet with clients face-to-face to explain the intricacies of planning for retirement including portfolio management. Enrolling in a retirement plan doesn’t automatically secure a comfortable retirement. A successful retirement is the culmination of careful planning. And that’s the reason behind our full-service approach to preparing for retirement.
Employers
We work with plan sponsors to provide education and advice to their employees. We can create a multi-year plan to educate plan participants on where their plans need improvement and why. This process is a benefit for both employers and employees: with a clear plan in place, employees can better focus on their work.
Individuals
Plan Participants
Through our RetireAdvisers Plan Participant service, a professional, objective advisor works one-on-one with employees enrolled in a company’s 401(k) retirement plan to customize an investment recommendation. And, if employers have engaged us to provide RetireAdvisers Guidance Now support, we will provide plan information for participants via telephone and email in real time.
Direct
RetireAdvisers Portfolio COMPLETE is an extension of the RetireAdvisers Plan Participant service. It allows a Certified Financial PlannerTM practitioner to provide high-net-worth individuals with fee-based (not commissioned) advice on all assets – including those outside of their retirement plan portfolio.
Delivering a detailed Portfolio Analysis for each client is a result of the same robust, proprietary system development that we use to monitor and manage employer retirement plans. And for those that prefer just a few hours of financial planning or don’t consider themselves high-net-worth, our RetireAdvisers Limited service provides just the right amount of objective analysis in a variety of areas that support retirement.
