Corporate Retirement Planning and Investments

As your retirement plan advisor, we are equipped to objectively evaluate the multitude of retirement plan products available in the marketplace and review your plan design to ensure it meets your needs and those of your employees. Through our Corporate Advocacy Retirement Experience™ (CARE™), we assist business owners and plan sponsors in keeping track of the Department of Labor compliance reporting requirements, as well as serving as your liaison between your company and your plan’s providers.

Our Advocacy Group Plan Advisor will help affirm your commitment to the proprietary relationship between you and your employees and meet your fiduciary responsibilities. As part of our services we will:

  • Enroll and educate your plan’s participants
  • Provide employee communication and education
  • Provide employees with retirement planning guidance

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