In addition to specialized knowledge of pension and retirement vehicles, our Group Retirement Consulting Services team has extensive experience in the financial services industry, including the following areas:
Strategic Planning for Retirement
We discuss and analyze key factors that may affect your corporate retirement program.
Communicating with Your Employees
At least once each year, we coordinate, develop, and deliver seminars for your employees.
Monitoring Your Program
We monitor your program so it continues to work optimally for you with respect to:
• Pricing (is it appropriate for your needs?)
• Investment fund selection and ongoing performance
• Technological advancements that ease your administrative duties
• Communication with you and your members
Marketing Your Program
Every four to five years, we tender your program to the entire market of providers, ensuring your arrangements continue to be the best the industry has to offer. We highlight all technical aspects of your program to appropriate carriers. We complete an analysis of competitive quotes and prepare a report with our recommendations. We then schedule presentations for leading potential providers to present their services directly to you.