Trends
(everyone’s doing it)
Trends
(everyone’s doing it)
Trends
(everyone’s doing it)
Our approach to reducing plan sponsor risk:
Negotiate Lower Fees
Lower Investment Costs
Outsource Investment Liabilities
Modernize Lifecycle Funds
Negotiate Lower Fees
Outsource Investment Liabilities
Lower Investment Costs
Modernize Lifecycle Funds
Our approach to reducing plan sponsor risk:
Negotiate Lower Fees
Lower Investment Costs
Outsource Investment Liabilities
Modernize Lifecycle Funds
Negotiate Lower Fees
We help you:
Secure a current price from your retirement provider
Understand relative plan risk, and that plans ranging from the mega-sized plans, all the way down to smaller plans are at risk
See what your peers are paying for similar services, and leverage those numbers to negotiate lower fees
Negotiate Lower Fees
We help you:
Secure a current price from your retirement provider
Understand relative plan risk, and that plans ranging from the mega-sized plans, all the way down to smaller plans are at risk
See what your peers are paying for similar services, and leverage those numbers to negotiate lower fees
Negotiate Lower Fees
We help you:
Secure a current price from your retirement provider
Understand relative plan risk, and that plans ranging from the mega-sized plans, all the way down to smaller plans are at risk
See what your peers are paying for similar services, and leverage those numbers to negotiate lower fees
Lower Investment Costs
We make it easy to:
Offer investments from more than one company, which allows you to provide lower-cost mutual funds to your employees
Understand how mutual funds charge different fees (called “share class”) based on plan size – and how to offer the right share class to your employees
Provide your employees a mix of both managed and indexed investments, which can significantly reduce fees
Lower Investment Costs
We make it easy to:
Offer investments from more than one company, which allows you to provide lower-cost mutual funds to your employees
Understand how mutual funds charge different fees (called “share class”) based on plan size – and how to offer the right share class to your employees
Provide your employees a mix of both managed and indexed investments, which can significantly reduce fees
Lower Investment Costs
We make it easy to:
Offer investments from more than one company, which allows you to provide lower-cost mutual funds to your employees
Understand how mutual funds charge different fees (called “share class”) based on plan size – and how to offer the right share class to your employees
Provide your employees a mix of both managed and indexed investments, which can significantly reduce fees
Outsource Investment Liabilities
We make you aware of liability trends, such as:
Plan Sponsors incorrectly assuming that recordkeepers take on fiduciary investment liability for your plan
By not partnering with an investment professional, you are assuming all the investment risks
Advisors can share the burden of selecting, and monitoring investments, and the highest level of plan protection is referred to as a 3(38) advisor
Outsource Investment Liabilities
We make you aware of liability trends, such as:
A common misconception is that your record keeper assumes fiduciary investment liability for your plan
If you haven’t yet partnered with an investment professional, you are assuming all the investment risks
Have an advisor share the burden of selecting, and monitoring investments. The highest level of plan protection is referred to as a 3(38) advisor
Outsource Investment Liabilities
We make you aware of liability trends, such as:
A common misconception is that your record keeper assumes fiduciary investment liability for your plan
If you haven’t yet partnered with an investment professional, you are assuming all the investment risks
Have an advisor share the burden of selecting, and monitoring investments. The highest level of plan protection is referred to as a 3(38) advisor
Modernize Lifecycle Funds
We help you improve plan longevity by sharing trends, such as:
No one single mutual fund company has all the best investment options
Most lifecycle funds only consist of one mutual fund company. Lack of diversification leads to increased risks
Lifecycle funds don’t offer lifetime income. This puts many retirees at risk of outliving their retirement savings
Modernize Lifecycle Funds
We help you improve plan longevity by sharing trends, such as:
No one single mutual fund company has all the best investment options
Most lifecycle funds only consist of one mutual fund company. Lack of diversification leads to increased risks
Lifecycle funds don’t offer lifetime income. This puts many retirees at risk of outliving their retirement savings
Modernize Lifecycle Funds
We help you improve plan longevity by sharing trends, such as:
No one single mutual fund company has all the best investment options
Most lifecycle funds only consist of one mutual fund company. Lack of diversification leads to increased risks
Lifecycle funds don’t offer lifetime income. This puts many retirees at risk of outliving their retirement savings
Ready to reduce your risk?
Call or email. We look forward to hearing from you.
Ready to reduce your risk?
Call or email. We look forward to hearing from you.
Ready to reduce your risk?
Call or email. We look forward to hearing from you.
