Do the following issues look familiar to your retirement plan committee?
- New regulations that add to the complexity of administration
- Fiduciary pressures to provide prudent investment options
- Timely (and potentially complex) fee disclosures to your participants
- Outside advisors whose allegiances are split between plan providers and investment managers
- Watershed regulations that require greater transparency about disclosing relationships between plan sponsors and their advisors
- Employees who feel they cannot afford to save, but are being courted by your competitors through their benefits programs
- Concerns over your employees’ retirement readiness
We understand that you need competent and experienced guidance when it comes to developing your company’s retirement plan. Our team has access to a wide range of options to help you choose what’s right for your company and your employees.
At Elderberry Capital, there are three key tenets for running an effective retirement plan:
- Meaningful, timely information and research: An experienced retirement plan representative can offer you deep industry insights and knowledge of the regulatory landscape that help enable you to make informed choices for your plan’s individual needs.
- Easy access to value-added investments and services: An experienced retirement plan representative can deliver proprietary research that’s designed to help you.
- Customized service: An experienced retirement plan representative firm is committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings.