Business retirement solutions

Our experienced retirement plan services team delivers innovative and results-oriented strategies by offering comprehensive service, with access to a full range of quality record-keeping platforms and investment solutions.

Our approach involves a five-step process toward your ultimate destination: a well-designed plan delivered with superior service that helps to achieve financial security for your valued employees.

Our approach

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Strategic assessment


  • Fresh look at all aspects of the plan
  • Review plan objectives to ensure goals and outcomes are aligned
  • Identify potential areas of improvement


  • Attract and retain key talent
  • Limit HR time and resources
  • Improve employee engagement

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Provider search analysis


  • Maintain or seek appropriate provider using well documented process
  • Act as provider liaison from installation to ongoing relationship management
  • Evaluate reasonableness of plan fees and service


  • Address plan service needs and issues
  • Balance cost with value provided
  • Orchestrate search and transition, as needed

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Participant engagement


  • Develop and implement education strategy
  • Host group and individual enrollment and education meetings
  • Coordinate communications and reporting with provider


  • Drive positive behavior
  • Improve financial education and wellness
  • Increase participants on track for retirement

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Investment services


  • Assist with Investment Policy Statement (IPS)
  • Process to select and maintain well-designed fund menu
  • Evaluate target date fund & QDIA strategies


  • Avoid confusion and option overload
  • Provide consistency of investment review
  • Aid with fiduciary support

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Fiduciary guidance


  • Share fiduciary education and plan governance best practices
  • Provide legislative updates and plan trends
  • Conduct periodic plan reviews, committee meetings, and reporting


  • Understand fiduciary responsibilities
  • Process for documentation and filing
  • Prudent oversight of fees and performance

Talk with a Janney Financial Advisor

You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.

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