Today’s Workforce
Retaining strong employees can be a struggle. The culture within your organization is vitally important to your company’s health. Let us partner with your company to support this goal by adding value to your employees’ retirement!
As of July 16th, 2021, job placement site Indeed estimates there are roughly 9.8 million job openings in the United States. With demand continuing to rise, companies around the country are eager to increase production and are on a hunt for quality talent. In response to this, our firm has decided we want to help - whether it's attracting new talent to your team or retaining the stakeholders you've invested in heavily.
You’ve built it, and we want to help you.
Who we serve
Established companies looking to enhance company culture
401(k) plans with assets between $5M to $25M
Companies committed to helping employees build strong retirements
Organizations seeking to retain a quality workforce
What You Get
A point of contact for employees to call with questions, mitigating the risk of HR offering services
Access to a structured 401(k) solution designed with the goal of employee retention
Annual trustee meeting to address required compliance needs, overall plan cost, and specific benefits to employees
Annual or semi-annual onsite team meeting discussing the current 401(k) offering
An additional asset to your organization focused on advocating your value to employees - at no cost to your company
What Your Employees Get:
We have designed our services for employees to access a financial professional providing guidance on their 401(k)
Employees can request an assessment of their risk tolerance to help them to decide how best to invest their retirement dollars to help allocate for their investment objective
A regularly shopped 401(k) plan with a competitive investment offering
Employee 401k Update
Participant Review
Trustee Review & Discussion
Stronger Employee Retention
This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
Have any questions? We’ve made it easy for you to contact us!
