Retirement Plans

As a successful business owner or benefits administrator, you know your company's retirement plan can provide a substantial benefit for you and your employees, while helping to attract and retain quality talent. With professional advice from Eric Bertz, a well-managed retirement plan can help your employees pursue their financial goals.

Common pitfalls to avoid include: low participation, complicated choices, high and/or hidden costs, fiduciary liability and volatile markets that may confuse employees.

Our Approach to designing a company retirement plan for you includes:

  • Benchmarking and analysis of your current plan, fee and participation
  • Plan design
  • Vendor search and RFP management
  • Plan compliance
  • Investment advisory services
  • Plan monitoring and reporting
  • Ongoing communications and education for plan participants and sponsors
  • Plan support on site annually or more often as needed
  • Employee web access
  • Retirement Readiness tools

Our process begins and ends with designing a fee transparent, cost-effective plan that is appropriate for you.

If you are a benefits administrator, a corporate retirement plan is a proven tool for improving employee satisfaction and retention. But, knowing where to turn for help can be a challenging assignment. When it comes to managing corporate retirement plans, it’s about more than just products. Many business owners are unclear on their fiduciary responsibilities and confused by an industry selling products weighed down by complexity and cost. Simple changes are often most effective at helping your employees better appreciate the value of your current plan.