Business owners: Do you need to start a company retirement plan?
For business owners and organizations of all sizes, building an employer-sponsored retirement plan can feel intimidating, to say the least. Yet a professionally designed, professionally managed retirement plan can simplify your ongoing role as fiduciary, help your employees build a confident future, and also help your company’s retention and recruiting efforts.
It all comes down to the right professional support. The Retirement Plan Consulting group at Arvest Wealth Management is dedicated to helping employers of all sizes provide qualified and non-qualified retirement plans to their employees. Their experienced professionals help you carry out the full scope of your fiduciary responsibilities with ease, while adhering to ERISA’s rigorous standards.
In addition to supporting your organization, Arvest also supports your employees. With ongoing personalized service and education, they help participants take full advantage of your plan.
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Arvest makes it easy for you as a plan sponsor
As a Retirement Plan Consulting client, you can rely on a dedicated Arvest relationship manager to simplify your role as plan sponsor. Your manager coordinates the expertise of their team to serve your needs, including:
- Fluency in ERISA requirements
- Expertise in plan design
- Knowledge of the provider marketplace
- Ongoing strategic plan review, analysis and maintenance
- Plan governance support
- Compiling and maintaining your due diligence file and full transparency
- Keeping up to date with legislation that may impact your plan
- Creating your Investment Policy Statement
- Establishing objectives and criteria for prudent management of investment options available to employees
- Arvest Wealth Management can act as the 3(21) Investment Advice Co-Fiduciary or 3(38) Discretionary Investment Manager Fiduciary
Arvest will also design a participant education plan based on your company’s unique needs and demographics, including:
- Group enrollment and education meetings
- Complimentary financial education webinars
- One-on-one assistance from a local advisor
- Annual review of employees’ success and next-step education opportunities
Their overall goals are to help you and your employees reach a dignified retirement, and to make it as simple as possible for you as the business owner.
If you’re considering a company retirement plan, the experienced professionals with Arvest would love to hear from you and discuss your needs. If you currently offer a plan, they’d be honored to review your existing plan and showcase areas for growth.
Arvest’s Retirement Plan Consulting group is ready to help you and your employees reach your goals. To learn more, visit arvest.com/RetirementPlans or call (833) 363-1202.