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fully funded retirement:

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WHAT ARE YOUR PEERS DOING TO IMPROVE RETIREMENT OUTCOMES?
TRENDS
"WE STRUGGLED WITH EMPLOYEE ENGAGEMENT...UNTIL WE LEARNED THIS"
BEST PRACTICES
IS YOUR PLAN MORE COMPLICATED THAN IT SHOULD BE?
OUR SERVICES
YOUR KEY TO RETIREMENT PLAN SUCCESS
403(b) EXPERTS
Previous
Next
WHAT ARE YOUR PEERS DOING TO IMPROVE RETIREMENT OUTCOMES?
TRENDS
"WE STRUGGLED WITH EMPLOYEE ENGAGEMENT...UNTIL WE LEARNED THIS"
BEST PRACTICES
IS YOUR PLAN MORE COMPLICATED THAN IT SHOULD BE?
OUR SERVICES
YOUR KEY TO RETIREMENT PLAN SUCCESS
403(b) EXPERTS
Previous
Next
WHAT ARE YOUR PEERS DOING TO IMPROVE RETIREMENT OUTCOMES?
TRENDS
"WE STRUGGLED WITH EMPLOYEE ENGAGEMENT...UNTIL WE LEARNED THIS"
BEST PRACTICES
IS YOUR PLAN MORE COMPLICATED THAN IT
SHOULD BE?
OUR SERVICES
YOUR KEY TO RETIREMENT PLAN SUCCESS
403(b) EXPERTS
Previous
Next

403(b) RETIREMENT PLAN EXPERTS

At Plan Sponsor Solutions, our goal is to use our expertly crafted three-step process to guide you and your employees to a fully funded (and happy) retirement.

Reduce Your Risk

Know Your People

Simplify Your Plan

403(b) RETIREMENT
PLAN EXPERTS

At Plan Sponsor Solutions, our goal is to use our expertly crafted three-step process to guide you and your employees to a fully funded (and happy) retirement.

Reduce Your Risk

Reduce Your Risk

Know Your People

Know Your People

Simplify Your Plan

Simplify Your Plan

403(b) RETIREMENT PLAN EXPERTS

At Plan Sponsor Solutions, our goal is to use our expertly crafted three-step process to guide you and your employees to a fully funded (and happy) retirement.

Reduce Your Risk

Reduce Your Risk

Know Your People

Know Your People

Simplify Your Plan

Simplify Your Plan

Step One

REDUCE YOUR RISK

Not-for-profits of all sizes are being named in retirement plan lawsuits. Most of the allegations point towards higher recordkeeper and investment fees. Does your plan have a formalized process for monitoring vendors and investments? We help protect you from these perils.

Negotiate Lower Fees

Negotiate Lower Fees

It’s your responsibility to make sure employees aren’t paying too much for retirement plan services. Has it been a few years since you’ve asked your recordkeeper to reprice your plan? Or, have you established an official price?

More On Trends >

Lower Costs Icon

Lower Investment Costs

You can be held personally liable if you are only offering funds from a single company, or if it is found that investments with lower costs could have been selected. Even a small reduction in cost can dramatically increase retirement income over time.

More On Trends >

Outsource Investment Liabilities

Outsource Investment Liabilities

Although guidance on investments from your recordkeeper is helpful, they don’t assume any fiduciary liability for the investments offered in your plan. A staggering 4 out of 5 of your peers have already hired an investment professional to reduce their liability.

More On Trends >

Modernize Lifecycle Funds

Modernize Lifecycle
Funds

“My plan is in good shape, because we offer lifecycle funds, right?” Not quite, lifecycle funds don’t offer guaranteed lifetime income and they have all of their metaphorical eggs in one mutual fund company’s basket. 

More On Trends >

Step One

REDUCE YOUR RISK

Not-for-profits of all sizes are being named in retirement plan lawsuits. Most of the allegations point towards higher recordkeeper and investment fees. Does your plan have a formalized process for monitoring vendors and investments? We help protect you from these perils.

Negotiate Lower Fees

Negotiate Lower Fees

It’s your responsibility to make sure employees aren’t paying too much for retirement plan services. Has it been a few years since you’ve asked your recordkeeper to reprice your plan? Or, have you established an official price?

More On Trends >

Outsource Investment Liabilities

Outsource Investment Liabilities

Although guidance on investments from your recordkeeper is helpful, they don’t assume any fiduciary liability for the investments offered in your plan. A staggering 4 out of 5 of your peers have already hired an investment professional to reduce their liability.

More On Trends >

Lower Costs Icon

Lower Investment Costs

You can be held personally liable if you are only offering funds from a single company, or if it is found that investments with lower costs could have been selected. Even a small reduction in cost can dramatically increase retirement income over time.

More On Trends >

Modernize Lifecycle Funds

Modernize Lifecycle Funds

“My plan is in good shape, because we offer lifecycle funds, right?” Not quite, lifecycle funds don’t offer guaranteed lifetime income and they have all of their metaphorical eggs in one mutual fund company’s basket. 

More On Trends >

Step One

REDUCE YOUR RISK

Not-for-profits of all sizes are being named in retirement plan lawsuits. Most of the allegations point towards higher recordkeeper and investment fees. Does your plan have a formalized process for monitoring vendors and investments? We help protect you from these perils.

Negotiate Lower Fees

Negotiate Lower Fees

It’s your responsibility to make sure employees aren’t paying too much for retirement plan services. Has it been a few years since you’ve asked your recordkeeper to reprice your plan? Or, have you established an official price?

More On Trends >

Lower Costs Icon

Lower Investment Costs

You can be held personally liable if you are only offering funds from a single company, or if it is found that investments with lower costs could have been selected. Even a small reduction in cost can dramatically increase retirement income over time.

More On Trends >

Outsource Investment Liabilities

Outsource Investment Liabilities

Although guidance on investments from your recordkeeper is helpful, they don’t assume any fiduciary liability for the investments offered in your plan. A staggering 4 out of 5 of your peers have already hired an investment professional to reduce their liability.

More On Trends >

Modernize Lifecycle Funds

Modernize Lifecycle Funds

“My plan is in good shape, because we offer lifecycle funds, right?” Not quite, lifecycle funds don’t offer guaranteed lifetime income and they have all of their metaphorical eggs in one mutual fund company’s basket. 

More On Trends >

Step Two

KNOW YOUR PEOPLE

Most employees are not educated on financial principles and need guidance. It is your role to guide them on the path to retirement success. Learn how to educate employees on investing practices, and automatically enroll them in plans to ensure maximum engagement.

Guide Financial Wellness

Guide Financial Wellness

Employee engagement and savings rates increase when employees understand financial basics. When innovative technologies like behavioral assessment, gamification, and adaptive learning are utilized, behaviors change.

More On Best Practices >

Add Roth Provisions

Add Roth Provisions

Providing a way for your employees to access money tax free in retirement is one of the easiest ways you can help every employee increase retirement income.

More On Best Practices >

Automatically Enroll Employees

Automatically Enroll Employees

Many employees save too little or fail to save anything at all for retirement. Set your people up for success by enrolling them in your organization’s plan at an appropriate rate.

More On Best Practices >

Automatically Increase Contributions

Automatically Increase Contributions

Increasing savings rates for your employees compounds their money over time. This is one of the best strategies for leading them to a fully funded retirement.

More On Best Practices >

Step Two

KNOW YOUR PEOPLE

Most employees are not educated on financial principles and need guidance. It is your role to guide them on the path to retirement success. Learn how to educate employees on investing practices, and automatically enroll them in plans to ensure maximum engagement.

Guide Financial Wellness

Guide Financial Wellness

Employee engagement and savings rates increase when employees understand financial basics. When innovative technologies like behavioral assessment, gamification, and adaptive learning are utilized, behaviors change.

More On Best Practices >

Automatically Enroll Employees

Automatically Enroll Employees

Many employees save too little or fail to save anything at all for retirement. Set your people up for success by enrolling them in your organization’s plan at an appropriate rate.

More On Best Practices >

Add Roth Provisions

Add ROTH Provisions

Providing a way for your employees to access money tax free in retirement is one of the easiest ways you can help every employee increase retirement income.

More On Best Practices >

Automatically Increase Contributions

Automatically Increase Contributions

Increasing savings rates for your employees compounds their money over time. This is one of the best strategies for leading them to a fully funded retirement.

More On Best Practices >

Step Two

KNOW YOUR PEOPLE

Most employees are not educated on financial principles and need guidance. It is your role to guide them on the path to retirement success. Learn how to educate employees on investing practices, and automatically enroll them in plans to ensure maximum engagement.

Guide Financial Wellness

Guide Financial Wellness

Employee engagement and savings rates increase when employees understand financial basics. When innovative technologies like behavioral assessment, gamification, and adaptive learning are utilized, behaviors change.

More On Best Practices >

Add Roth Provisions

Add ROTH Provisions

Providing a way for your employees to access money tax free in retirement is one of the easiest ways you can help every employee increase retirement income.

More On Best Practices >

Automatically Enroll Employees

Automatically Enroll Employees

Many employees save too little or fail to save anything at all for retirement. Set your people up for success by enrolling them in your organization’s plan at an appropriate rate.

More On Best Practices >

Automatically Increase Contributions

Automatically Increase Contributions

Increasing savings rates for your employees compounds their money over time. This is one of the best strategies for leading them to a fully funded retirement.

More On Best Practices >

Step Three

SIMPLIFY YOUR PLAN

Most plan sponsors feel like their plans are overly complicated and they spend too much time doing menial fiduciary tasks. We are experts in helping you reduce the basic work, and focus on what matters most. Let us share with you how to build a streamlined, participant-and-plan-sponsor-friendly plan.

Partner With Experts

Partner With Experts

Recognizing the need for help and agreeing to let someone assist us is hard – in most aspects of life. However, when it comes to retirement plan responsibilities, partnering with true experts will only leave you regretting why you didn’t do it sooner.

More On Our Services >

Retirement Plan Consulting

Retirement Plan Consulting

You might be surprised to know that many recordkeepers will do additional administrative tasks for you at no additional cost. Let us show you how to take advantage of these free services.

More On Our Services >

Investment Oversight and Management

Investment Oversight & Management

Ever feel stressed out about having too much to do? We have the investment insight and perspective to save you time and really make a difference in every single one of your people’s lives.

More On Our Services >

Financial Education

Financial Education

Rather than trying to create your own education program, why not offer your employees an industry leading financial platform that is both easy and effective?

More On Our Services >

Step Three

Simplify Your Plan

Most plan sponsors feel like their plans are overly complicated and they spend too much time doing menial fiduciary tasks. We are experts in helping you reduce the basic work, and focus on what matters most. Let us share with you how to build a streamlined, participant-and-plan-sponsor-friendly plan.

Partner With Experts

Partner With Experts

Recognizing the need for help and agreeing to let someone assist us is hard – in most aspects of life. However, when it comes to retirement plan responsibilities, partnering with true experts will only leave you regretting why you didn’t do it sooner.

More On Our Services >

Investment Oversight and Management

Investment Oversight & Management

Ever feel stressed out about having too much to do? We have the investment insight and perspective to save you time and really make a difference in every single one of your people’s lives.

More On Our Services >

Retirement Plan Consulting

Retirement Plan Consulting

You might be surprised to know that many recordkeepers will do additional administrative tasks for you at no additional cost. Let us show you how to take advantage of these free services.

More On Our Services >

Financial Education

Financial Education

Rather than trying to create your own education program, why not offer your employees an industry leading financial platform that is both easy and effective?

More On Our Services >

Step Three

Simplify Your Plan

Most plan sponsors feel like their plans are overly complicated and they spend too much time doing menial fiduciary tasks. We are experts in helping you reduce the basic work, and focus on what matters most. Let us share with you how to build a streamlined, participant-and-plan-sponsor-friendly plan.

Partner With Experts

Partner With Experts

Recognizing the need for help and agreeing to let someone assist us is hard – in most aspects of life. However, when it comes to retirement plan responsibilities, partnering with true experts will only leave you regretting why you didn’t do it sooner.

More On Our Services >

Retirement Plan Consulting

Retirement Plan Consulting

You might be surprised to know that many recordkeepers will do additional administrative tasks for you at no additional cost. Let us show you how to take advantage of these free services.

More On Our Services >

Investment Oversight and Management

Investment Oversight & Management

Ever feel stressed out about having too much to do? We have the investment insight and perspective to save you time and really make a difference in every single one of your people’s lives.

More On Our Services >

Financial Education

Financial Education

Rather than trying to create your own education program, why not offer your employees an industry leading financial platform that is both easy and effective?

More On Our Services >

Bonus

PLAN WELLNESS
CHECK-UP

A quick check-up on your organization's retirement plan.

Plan Risk
Not-for-profits of all sizes are being named in retirement plan lawsuits.
How at-risk is your plan for future lawsuits?
1 no idea – 5 no risk
 

PLAN WELLNESS CHECK-UP

A quick check-up on your organization's retirement plan.

Plan Risk
Not-for-profits of all sizes are being named in retirement plan lawsuits.
How at-risk is your plan for future lawsuits?
1 no idea – 5 no risk
 

PLAN WELLNESS CHECK-UP

A quick check-up on your organization's retirement plan.

Plan Risk
Not-for-profits of all sizes are being named in retirement plan lawsuits.
How at-risk is your plan for future lawsuits?
1 no idea – 5 no risk