Retirement Plan Services
We design, implement, and manage corporate retirement plans structured to your firm’s needs.
We provide retirement plan sponsors with a package of investment advice and consulting services.
Our Retirement Plan services may include the following:
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Whether you want to partially or fully delegate decisions involving the investment menu, we can help. BEW offers both 3(21) and 3(38) fiduciary services. We track both qualitative and quantitative variables of the investments to confirm they are in line with the IPS.
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As your company grows, your needs will change. We will work with you to ensure you are working with vendors that suit your current needs.
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Business owners can have drastically different goals for their retirement plans. A properly designed plan can help reduce contribution expenses, increase participant engagement, and minimize administration. We can help you navigate your choices.
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Determining the true cost of your plan can be more difficult than you think. We will work to ensure that your fees are in line with the industry.
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Establishing a plan is the first step. Educating your employees is the second. We will provide your employees with the tools they need to feel confident in their financial decisions.
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We will partner with your administrator, recordkeeper, HR department, payroll and any other decision makers to assist with the compliance requirements of your plan.
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Cash balance plans have grown in popularity and can be an attractive benefit for both employers and their employees. Cash balance plans offer substantially higher contribution limits compared to a 401(k) and can be a great tool to help business owners save for retirement.
As an independent adviser, we are in an ideal position to deliver sound, objective fiduciary advice.
Unlike many retirement plan providers, we are not compensated through the products on our investment menu. Our focus is on providing employees with the best options possible and building relationships that last. We emphasize diversification, low costs, and liquidity. Our compensation is strictly a percentage of the assets under advisement.
We will do a complimentary audit of your business’s existing retirement plans. Many older programs are laden with high, hard-to-see fees that eat away at participants' retirement funds. The plan sponsor has a legal duty to choose a plan that pays reasonable expenses. We will help you ensure you meet your fiduciary duty.