With the passing of the SECURE Act, we’ve created a retirement solution that provides tremendous efficiencies for Private Equity groups and its portfolio companies. Now all the businesses in your portfolio could potentially achieve the following benefits no matter the size or type of business:
- Potential Cost Savings
Plan-smart, group negotiated pricing.
- Increased Productivity
Outsourced plan administration allows employees to focus on their jobs and not managing a retirement plan.
- One-on-one Financial Planning Opportunities
Plan participants will have access to our Financial Advisors who can assist them with individual wealth management services.
- Attract and Retain Employees
Providing a retirement plan shows employees that you care and are invested in them.
- Potentially Better Outcomes for Plan Sponsors and Participants
All of this can help towards acheiving better retirement outcomes for the plan sponsor and the participants.