Click Get Started! for easy autoscrolling
RETIREMENT
PLAN EXPERTS
At Plan Sponsor Solutions, our goal is to use our expertly crafted three-step process to guide you and your employees to a fully funded (and happy) retirement.
Reduce Your Risk
Know Your People
Simplify Your Plan
RETIREMENT
PLAN EXPERTS
At Plan Sponsor Solutions, our goal is to use our expertly crafted three-step process to guide you and your employees to a fully funded (and happy) retirement.
Reduce Your Risk
Know Your People
Simplify Your Plan
Step One
REDUCE YOUR RISK
Plans of all sizes are being named in retirement plan lawsuits. Most of the allegations point towards higher recordkeeper and investment fees. Does your plan have a formalized process for monitoring vendors and investments? We help protect you from these perils.
Negotiate Lower Fees
It’s your responsibility to make sure employees aren’t paying too much for retirement plan services. Has it been a few years since you’ve asked your recordkeeper to reprice your plan? Or, have you established an official price?
Lower Investment Costs
You can be held personally liable if you are only offering funds from a single company, or if it is found that investments with lower costs could have been selected. Even a small reduction in cost can dramatically increase retirement income over time.
Outsource Investment Liabilities
Although guidance on investments from your recordkeeper is helpful, they don’t assume any fiduciary liability for the investments offered in your plan. A staggering 4 out of 5 of your peers have already hired an investment professional to reduce their liability.
Modernize Lifecycle
Funds
“My plan is in good shape, because we offer lifecycle funds, right?” Not quite, lifecycle funds don’t offer guaranteed lifetime income and they have all of their metaphorical eggs in one mutual fund company’s basket.
Step One
REDUCE YOUR RISK
Plans of all sizes are being named in retirement plan lawsuits. Most of the allegations point towards higher recordkeeper and investment fees. Does your plan have a formalized process for monitoring vendors and investments? We help protect you from these perils.
Negotiate Lower Fees
It’s your responsibility to make sure employees aren’t paying too much for retirement plan services. Has it been a few years since you’ve asked your recordkeeper to reprice your plan? Or, have you established an official price?
Lower Investment Costs
You can be held personally liable if you are only offering funds from a single company, or if it is found that investments with lower costs could have been selected. Even a small reduction in cost can dramatically increase retirement income over time.
Outsource Investment Liabilities
Although guidance on investments from your recordkeeper is helpful, they don’t assume any fiduciary liability for the investments offered in your plan. A staggering 4 out of 5 of your peers have already hired an investment professional to reduce their liability.
Modernize Lifecycle Funds
“My plan is in good shape, because we offer lifecycle funds, right?” Not quite, lifecycle funds don’t offer guaranteed lifetime income and they have all of their metaphorical eggs in one mutual fund company’s basket.
Step Two
KNOW YOUR PEOPLE
Most employees are not educated on financial principles and need guidance. It is your role to guide them on the path to retirement success. Learn how to educate employees on investing practices, and automatically enroll them in plans to ensure maximum engagement.
Guide Financial Wellness
Employee engagement and savings rates increase when employees understand financial basics. When innovative technologies like behavioral assessment, gamification, and adaptive learning are utilized, behaviors change.
Add Roth Provisions
Providing a way for your employees to access money tax free in retirement is one of the easiest ways you can help every employee increase retirement income.
Automatically Enroll Employees
Many employees save too little or fail to save anything at all for retirement. Set your people up for success by enrolling them in your organization’s plan at an appropriate rate.
Automatically Increase Contributions
Increasing savings rates for your employees compounds their money over time. This is one of the best strategies for leading them to a fully funded retirement.
Step Two
KNOW YOUR PEOPLE
Most employees are not educated on financial principles and need guidance. It is your role to guide them on the path to retirement success. Learn how to educate employees on investing practices, and automatically enroll them in plans to ensure maximum engagement.
Guide Financial Wellness
Employee engagement and savings rates increase when employees understand financial basics. When innovative technologies like behavioral assessment, gamification, and adaptive learning are utilized, behaviors change.
Add ROTH Provisions
Providing a way for your employees to access money tax free in retirement is one of the easiest ways you can help every employee increase retirement income.
Automatically Enroll Employees
Many employees save too little or fail to save anything at all for retirement. Set your people up for success by enrolling them in your organization’s plan at an appropriate rate.
Automatically Increase Contributions
Increasing savings rates for your employees compounds their money over time. This is one of the best strategies for leading them to a fully funded retirement.
Step Three
SIMPLIFY YOUR PLAN
Most plan sponsors feel like their plans are overly complicated and they spend too much time doing menial fiduciary tasks. We are experts in helping you reduce the basic work, and focus on what matters most. Let us share with you how to build a streamlined, participant-and-plan-sponsor-friendly plan.
Partner With Experts
Recognizing the need for help and agreeing to let someone assist us is hard – in most aspects of life. However, when it comes to retirement plan responsibilities, partnering with true experts will only leave you regretting why you didn’t do it sooner.
Retirement Plan Consulting
You might be surprised to know that many recordkeepers will do additional administrative tasks for you at no additional cost. Let us show you how to take advantage of these free services.
Investment Oversight & Management
Ever feel stressed out about having too much to do? We have the investment insight and perspective to save you time and really make a difference in every single one of your people’s lives.
Financial Education
Rather than trying to create your own education program, why not offer your employees an industry leading financial platform that is both easy and effective?
Step Three
Simplify Your Plan
Most plan sponsors feel like their plans are overly complicated and they spend too much time doing menial fiduciary tasks. We are experts in helping you reduce the basic work, and focus on what matters most. Let us share with you how to build a streamlined, participant-and-plan-sponsor-friendly plan.
Partner With Experts
Recognizing the need for help and agreeing to let someone assist us is hard – in most aspects of life. However, when it comes to retirement plan responsibilities, partnering with true experts will only leave you regretting why you didn’t do it sooner.
Retirement Plan Consulting
You might be surprised to know that many recordkeepers will do additional administrative tasks for you at no additional cost. Let us show you how to take advantage of these free services.
Investment Oversight & Management
Ever feel stressed out about having too much to do? We have the investment insight and perspective to save you time and really make a difference in every single one of your people’s lives.
Financial Education
Rather than trying to create your own education program, why not offer your employees an industry leading financial platform that is both easy and effective?
Bonus
