Corporate Solutions

Employer Sponsored Retirement Plans

Businesses thrive when they hire — and retain — exceptional staff. Employee benefits play a vital role in decisions to accept a new position, and to stay. We’ll work with you to design a cost-effective retirement benefits package that resonates with hiring prospects, while encouraging increased employee participation in your 401(k) or other employee retirement programs.

We believe that engaging your employees is what makes your benefits program successful — so we take the whole picture view of your employees’ retirement. That’s why we sit down with each of your employees and take the time to understand their unique financial goals. With this information, we create a personal financial plan for each employee that helps him or her to set and achieve financial goals.

Our streamlined and stress-free plan onboarding process provides thorough employee support, with on-site group and individual education sessions that encourage and simplify participation, and full phone support for you and your employees.

 

 

Our employer-sponsored retirement programs help you to attract and retain the best employees

Fiduciary and Compliance Support

As a Richard Brothers business client, you’ll benefit from comprehensive plan management to optimize fund performance — and encourage employee support. And if you’re the plan trustee or administrator, you’ll also enjoy full support to ensure both fiduciary and regulatory compliance. Our expert team will help you:

  • Prioritize participant education and advisor accessibility
  • Stay informed on plan design best practices
  • Understand your responsibilities as a fiduciary under ERISA
  • 3(21) or 3(38) fiduciary support
  • Develop/evaluate an Investment Policy Statement (IPS)
  • Implement a formal process for plan oversight and investment monitoring
  • Periodic cost evaluation and benchmarking
  • Structure and manage the Request for Proposal (RFP) process