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

A compass

Strategic assessment

Support

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

Outcomes

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

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Provider search analysis

Support

  • 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

Outcomes

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

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Participant engagement

Support

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

Outcomes

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

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Investment services

Support

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

Outcomes

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

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Fiduciary guidance

Support

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

Outcomes

  • 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. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/