Financial Advisor showing client information on a tablet

2019 Retirement Plan Overview

A summary of common employer retirement plans

Plan Design Analysis

 We conduct a comprehensive analysis of your needs and objectives before recommending specific solutions. This includes listening to understand what’s important to you in a retirement savings program and uncover any areas of concern that you would like to have addressed.

Service Provider Evaluation

Based on your goals and objectives, we will identify plan solutions that align with your goals and identify service providers that are able to provide the level of support you desire. We are platform agnostic and have the capability to work with your existing providers as well.

Team-Based Approach

We will engage in an open-ended dialog with you and your chosen advisors, such as your CPA and attorney, to collaborate to ensure your retirement plan is on track with your goals.

Ongoing Service and Support

We provide continuing educational programs, resources for plan participants, and enrollment meetings for new employees, and we assist retiring employees with retirement plan distribution strategies. We also conduct ongoing meetings with your investment committee to review plan investment performance.
New York Stock Exchange

Corporate Financial Wellness Program

Participant Educational Services

Creation of an Educational Policy Statement

Weekly Market Updates

Monthly Investment Webinars

Participant Access to a Life Event Services Hotline

College Planning Assistance 

Budgeting and Savings Tools

Social Security Consultation

Bi-Monthly Participant Meetings

Access to the Wells at Work Program

Educational Course Listing

Introduction to Financial Wellness

Essentials of Investing

The Basics of Economics