At Arbor Wealth Management, we are passionate about working closely with business owners to help ensure they are providing their employees with the most up-to-date, competitive retirement benefits. Our goal is to provide a high level of service, whether it’s educating a large staff about 401(k) benefits or setting up a Defined Benefit Plan to help you save even more before you retire.
Business & Executive Services
- Analyze and coordinate retirement plan assets
- Review executive stock compensation strategies
- Optimize corporate benefits
Plan Design Analysis
- Alignment with business goals
- Optimization review
- Employee demographic analysis
- Coordination with other employee benefit plans
Plan Benchmarking
- Assessments of participant utilization and overall plan health
- Cost comparison of fees and expenses
- Competitive analysis of plan design and features
Service Provider Review & Consultation
- Evaluate proposals
- Negotiate competitive cost structure
- Serve as a problem resolution liaison
- Coordinate effective service strategy
Participant Education
- Onsite seminars
- Customized enrollment meetings
- One-on-one employee meetings
- Participant newsletters
- Multi-lingual forms and meetings