Financial Services

The team works with plan sponsors on the plan itself and on the sponsor’s responsibilities to the people in it.

Four goals, in the order most sponsors take them:

1. Meet fiduciary responsibilities

   Plan governance, documented processes and regular reviews that help a sponsor carry out its own duties to participants.

2. Improve participant outcomes

   Plan design, enrollment and education that help employees save for retirement.

3. Get full value from the plan

   A plan that works for the business and its people, reviewed as both change.

4. Benchmark fees

   Plan costs compared with similar plans, so a sponsor knows what it pays and why.

Planning that looks at the whole picture: savings and investments, a business and what happens to it, charitable giving, and how wealth passes to the next generation.

Coverage for the people and plans that depend on you, such as a family’s income, a business succession plan or an estate plan.