The average investor has struggled to save for retirement. So how can you help your employees save? Through implementing an employee benefit plan with the help of our Trust team . We work with employers to construct defined benefit plans that will educate participants, protect the employer, and ultimately help each and every person have the best chance to save for retirement.
Hallmarks of our employee benefit plans include:
- One-on-one meetings between our Trust team and your employees.
- Clear and easy to understand investment options.
- Website access for initial enrollment, account information, support and transitional guidance to help employees through their complete retirement life cycle.
We help companies provide a benefit that matters and employees retire on their terms. Contact us today to get started.
Specialized Expertise in 401(k) Management
We're ready to help your business efficiently and effectively create and manage a custom 401(k) plan. Our Qualified 401(k) Administrator, Chris Livingston, is here to be a one-stop resource for managing your plan and keeping it compliant. Contact Chris to get started.
Chris Livingston, QKA
Manage Your Endowment Funds
Let us help you maximize the impact of your organization's dollars. Learn about Endowment Fund Management ›