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As an employer, your organization must navigate various regulatory requirements in order to deliver retirement plan solutions for employees. Ongoing legislative changes and shifting market conditions are ever-present challenges, and the needs of employees often gets lost in the administrative shuffle.
If you need help minimizing your regulatory risks while optimizing retirement plan benefits for employees, we’re here to help. In fact, for decades we’ve been specializing in providing innovative retirement plan solutions for employers, and we can help your organization uncover and address potentially problematic issues while identifying and maximizing opportunities.
We know from experience how the right retirement plan can do more than help employees plan for retirement. A well-crafted, comprehensive solution can not only strengthen their ability to retire on time, but also provide greater financial peace of mind.
Here are some of the ways we can help.
The PlanMember 403(b) & 457(b) Savings Program, available exclusively in your market, is a turnkey solution offering broad investment choices and knowledgeable service for you and your employees. Though we work with all types of employers, the PlanMember Program is designed specifically for 403(b) and 457(b) employers. This program offers a broad choice of annuity options, managed mutual fund portfolios and wide selection of individual mutual funds from leading fund companies, plus the following features:
Delivering superior customer service to employees helps your organization communicate plan details, and show employees how to enroll in a variety of investment options more efficiently, while addressing employee questions so you don’t have to. Service is delivered in multiple ways:
Keep your plan in compliance with the IRS with a retirement plan regulatory assessment, then learn what you can do to improve your level of compliance and reduce administrative burdens. We’ll help ensure you’re always ahead of potential legislative changes that could impact your organization.
Attract and retain employees by offering a retirement plan they want and need in order to help them feel valued and supported by you, their employer. In an era of benefit reductions, a retirement plan that helps employees plan, save and invest for a secure retirement can help set your organization apart.
Improve employee financial awareness and wellness through financial education. Access to financial literacy education helps employees become better, more engaged retirement savers. This important benefit is delivered as part of our comprehensive solutions. We’ll help prepare employees for a secure future by keeping them involved in their own progress and continually improving their financial knowledge. From an online Retirement AcademyTM branded for your organization, to workshops, seminars and one-on-one consulting, your employees have many ways to improve their financial awareness and grow their excitement about their own futures.
We are committed to continuing to help protect choice and deliver quality service and solutions for employees of organizations large and small, and to help mitigate administrative burdens for employers. For a complimentary retirement plan assessment or to learn more about how we can help, contact us today.