Full fiduciary-compliant retirement planning.
Businesses spend years trying to make their retirement plans attractive to employees and affordable for them only to have regulatory changes compound the complexity of fluctuating market environments. BenefitCorp’s premier retirement and business planning professionals deliver a full range of brokerage and consulting services to deliver the best advice at the right time.
Fiduciary services 3(16), 3(21), 3(38)
Assessment of fiduciary liability by in-house ERISA counsel
5500 filings & ERISA testing
Non-qualified deferred comp, by-sell & key man coverage
Improved operational efficiency
Increase employee satisfaction
Identify & recommend cost efficiencies
Quality of plan service
Participant education & communication
Investment consultant & review
Assessment of plan design
Streamline investment selection & analysis provided by Morningstar
Ready to talk Retirement?