performance-driven retirement plan management
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.
No Events are currently scheduled.
As of Q3 2016
Retirement Plan Management Tools
Best Practices From Our Experts
Todd Hughes, JD, Director, ERISA and Vendor Services, was recently quoted in a DETROIT FREE PRESS article “Would you know if you are paying too much in fees with your 401(k)?”. Todd explains how excessive fee lawsuits have increased concerns about conflicts of interest and the lack of transparency in the retirement plan management industry. […]Read More
Recently, we published an article on the differences in Equity Indexes. While surprising how different some of these Equity Indexes can be (and by extension the Index Funds that follow them), the Fixed Income Indexes are a completely different universe. If the Equity Index and the Index Fund do not match, there will be differences […]Read More
The end of the year is approaching fast. For many of us, that means spending time with friends and family and eating way too much. Before we get distracted from one of the happiest (and most stressful) times of the year, here are some year-end tips you may want to consider with your investments:Read More