Trends

(everyone’s doing it)

Trends

(everyone’s doing it)

Trends

(everyone’s doing it)

Infographic for Plan Sponsor Trends - Lawsuits and 4/5 Hire Consultants
Infographic for Plan Sponsor Trends - Lawsuits and 4/5 Hire Consultants
Infographic for Plan Sponsor Trends - Lawsuits and 4/5 Hire Consultants
Our approach to reducing plan sponsor risk:
Negotiate Lower Fees

Negotiate Lower Fees

Lower Costs Icon

Lower Investment Costs

Outsource Investment Liabilities

Outsource Investment Liabilities

Modernize Lifecycle Funds

Modernize Lifecycle Funds

Negotiate Lower Fees

Negotiate Lower Fees

Outsource Investment Liabilities

Outsource Investment Liabilities

Lower Costs Icon

Lower Investment Costs

Modernize Lifecycle Funds

Modernize Lifecycle Funds

Our approach to reducing plan sponsor risk:
Negotiate Lower Fees

Negotiate Lower Fees

Lower Costs Icon

Lower Investment Costs

Outsource Investment Liabilities

Outsource Investment Liabilities

Modernize Lifecycle Funds

Modernize Lifecycle Funds

Negotiate Lower Fees

Negotiate Lower Fees

We help you:

Plan Sponsor Solutions Key Only Logo

Secure a current price from your retirement provider

Plan Sponsor Solutions Key Only Logo

Understand relative plan risk, and that plans ranging from the mega-sized plans, all the way down to smaller plans are at risk

Plan Sponsor Solutions Key Only Logo

See what your peers are paying for similar services, and leverage those numbers to negotiate lower fees

Negotiate Lower Fees

Negotiate Lower Fees

We help you:

Plan Sponsor Solutions Key Only Logo

Secure a current price from your retirement provider

Plan Sponsor Solutions Key Only Logo

Understand relative plan risk, and that plans ranging from the mega-sized plans, all the way down to smaller plans are at risk

Plan Sponsor Solutions Key Only Logo

See what your peers are paying for similar services, and leverage those numbers to negotiate lower fees

Negotiate Lower Fees

Negotiate Lower Fees

We help you:

Secure a current price from your retirement provider

Understand relative plan risk, and that plans ranging from the mega-sized plans, all the way down to smaller plans are at risk

See what your peers are paying for similar services, and leverage those numbers to negotiate lower fees

Lower Costs Icon

Lower Investment Costs

We make it easy to:

Plan Sponsor Solutions Key Only Logo

Offer investments from more than one company, which allows you to provide lower-cost mutual funds to your employees

Plan Sponsor Solutions Key Only Logo

Understand how mutual funds charge different fees (called “share class”) based on plan size – and how to offer the right share class to your employees

Plan Sponsor Solutions Key Only Logo

Provide your employees a mix of both managed and indexed investments, which can significantly reduce fees

Lower Costs Icon

Lower Investment Costs

We make it easy to:

Plan Sponsor Solutions Key Only Logo

Offer investments from more than one company, which allows you to provide lower-cost mutual funds to your employees

Plan Sponsor Solutions Key Only Logo

Understand how mutual funds charge different fees (called “share class”) based on plan size – and how to offer the right share class to your employees

Plan Sponsor Solutions Key Only Logo

Provide your employees a mix of both managed and indexed investments, which can significantly reduce fees

Lower Costs Icon

Lower Investment Costs

We make it easy to:

Offer investments from more than one company, which allows you to provide lower-cost mutual funds to your employees

Understand how mutual funds charge different fees (called “share class”) based on plan size – and how to offer the right share class to your employees

Provide your employees a mix of both managed and indexed investments, which can significantly reduce fees

Outsource Investment Liabilities

Outsource Investment Liabilities

We make you aware of liability trends, such as:

Plan Sponsor Solutions Key Only Logo

Plan Sponsors incorrectly assuming that recordkeepers take on fiduciary investment liability for your plan

Plan Sponsor Solutions Key Only Logo

By not partnering with an investment professional, you are assuming all the investment risks

Plan Sponsor Solutions Key Only Logo

Advisors can share the burden of selecting, and monitoring investments, and the highest level of plan protection is referred to as a 3(38) advisor

Outsource Investment Liabilities

Outsource Investment Liabilities

We make you aware of liability trends, such as:

Plan Sponsor Solutions Key Only Logo

A common misconception is that your record keeper assumes fiduciary investment liability for your plan

Plan Sponsor Solutions Key Only Logo

If you haven’t yet partnered with an investment professional, you are assuming all the investment risks

Plan Sponsor Solutions Key Only Logo

Have an advisor share the burden of selecting, and monitoring investments. The highest level of plan protection is referred to as a 3(38) advisor

Outsource Investment Liabilities

Outsource Investment Liabilities

We make you aware of liability trends, such as:

A common misconception is that your record keeper assumes fiduciary investment liability for your plan

If you haven’t yet partnered with an investment professional, you are assuming all the investment risks

Have an advisor share the burden of selecting, and monitoring investments. The highest level of plan protection is referred to as a 3(38) advisor

Modernize Lifecycle Funds

Modernize Lifecycle Funds

We help you improve plan longevity by sharing trends, such as:

Plan Sponsor Solutions Key Only Logo

No one single mutual fund company has all the best investment options

Plan Sponsor Solutions Key Only Logo

Most lifecycle funds only consist of one mutual fund company. Lack of diversification leads to increased risks

Plan Sponsor Solutions Key Only Logo

Lifecycle funds don’t offer lifetime income.  This puts many retirees at risk of outliving their retirement savings

Modernize Lifecycle Funds

Modernize Lifecycle Funds

We help you improve plan longevity by sharing trends, such as:

Plan Sponsor Solutions Key Only Logo

No one single mutual fund company has all the best investment options

Plan Sponsor Solutions Key Only Logo

Most lifecycle funds only consist of one mutual fund company. Lack of diversification leads to increased risks

Plan Sponsor Solutions Key Only Logo

Lifecycle funds don’t offer lifetime income.  This puts many retirees at risk of outliving their retirement savings

Modernize Lifecycle Funds

Modernize Lifecycle Funds

We help you improve plan longevity by sharing trends, such as:

No one single mutual fund company has all the best investment options

Most lifecycle funds only consist of one mutual fund company. Lack of diversification leads to increased risks

Lifecycle funds don’t offer lifetime income.  This puts many retirees at risk of outliving their retirement savings

Ready to reduce your risk?

Call or email. We look forward to hearing from you.

Contact Us

Ready to reduce your risk?

Call or email. We look forward to hearing from you.

Contact Us

Ready to reduce your risk?

Call or email. We look forward to hearing from you.

Contact Us