CORPORATE RETIREMENT PLANS
We empower advisors like you so you can assist plan sponsors with investment advisory and fiduciary services that enhance their company’s retirement solutions.
PARTNERING WITH US, YOU AND YOUR CLIENTS BENEFIT FROM:
Fresh Perspectives
We carefully analyze your Client’s unique situation, find opportunities to streamline operations, identify cost-saving measures, and improve employee engagement and plan participation.
Broad-Spectrum Retirement Solutions
Our suite of retirement plan services encompasses an extensive array of retirement solutions. From Defined Contribution 401(k) and 403(b) plans, Cash Balance, and Executive Retirement plans, we have you and your Clients covered. Our collaborative approach with leading third-party administrators and recordkeepers helps to ensure that our retirement solutions are tailored to fit your Client’s distinct needs.
Experienced Fiduciary Expertise
Our seasoned team is adept at navigating the complexities of fiduciary responsibilities and associated liabilities. Leveraging 35+ years of collective experience, we offer 3(21) and 3(38) plan-level fiduciary services. We are committed to the successful initiation and ongoing management of fiduciary programs.
LET’S START A CONVERSATION TODAY
We support you and your Clients with:
▪ Holistic plan design consulting and benchmarking
▪ Robust support and fiduciary education
▪ Streamlined administrative processes
We help your Client’s participants through:
▪ Continuous education on retirement plan options and advisory services
▪ Locally based individual plan support
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The Overruling of Chevron
Jackie Reeves, Director of Retirement Plan Services at Bryn Mawr Capital Management, discusses the impact of the Chevron case, which previously allowed agencies like the Department of Labor to interpret ambiguous laws. The… -
Retirement Plan Services: Forfeiture Account
Jackie Reeves, Director of Retirement Plan Services at Bryn Mawr Capital Management, explains the forfeiture account in retirement plans, outlining what it is, when it must be spent, and how it can be…