Employer Solutions

Have your plan documents been reviewed recently?

Employers want to attract and retain top talent as well as providing themselves with the tremendous tax advantages a properly established plan can provide. Participants want choices and to know they are being given the benefits they deserve. Our team will partner with you to create a customized plan that aligns with your goals and is compliant with regulatory mandates. We take the time to understand your personal situation and tailor your plan to align with your expectations. Proper plan design is imperative for both employer and employees to benefit.

Is your plan compliant with new regulations?

As a business owner it can be challenging to know if you are fulfilling your fiduciary responsibilities and remaining compliant with recent regulatory changes. Proper monitoring and organization are necessary to ensure that your plan remains compliant with ERISA and DOL regulatory standards. Our comprehensive software documents meeting minutes, tracks employee analytics and provides the framework for managing all aspects of your retirement plan. Managing a company plan can be daunting and that is why we use “SOK” Standard of (k)are our comprehensive retirement plan software to ensure we are meeting plan objectives while remaining compliant with ever changing regulations.

Are the Investments in your plan being properly monitored?

Serving as your investment advisor we take the burden of investment selection and monitoring off the shoulders of plan sponsors and committee members. Serving as a 3(21) or 3(38) investment fiduciary allows business owners and plan sponsors to focus their efforts on their business while we administer your plan investments. Utilizing a documented investment process, we provide the guidance and knowledge to ensure your plan investments are meeting a fiduciary standard.

Have you provided adequate education for your employees?

When asked what plan sponsors value the most – Improved participant outcomes and providing financial advice or guidance to plan participants were at the top of the list. Participant education is our primary focus, and it is our commitment to perform one-on-one reviews that makes all the difference. We are passionate about providing your employees with financial education. Scholar customizes our educational videos and webinars for your company, but it is our one-on-one financial planning meetings that drive participant financial wellness and produces better outcomes for employees. It is no secret that employees that are financially healthy are more loyal, productive and better prepared for retirement.

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