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We know that your employees are one of your company's most valuable assets. One of the most effective ways to reward their commitment to your business is to help them plan for their personal financial goals, including retirement. Hefren-Tillotson's Corporate Services division offers businesses of any size the opportunity to maximize the performance of their 401(k) plans-and inspire their employees to appreciate its full value.
Our 401(k) Enhanced Service Package(sm) is unique in the industry, addressing both the employer's challenges of responsible plan management and the employee's need to make informed, responsible decisions for their financial stability. Our Retirement Plan Management services combines the expertise of Accredited Investment Fiduciary Auditors (AIFA ®), Chartered Financial Analysts(CFA ®), Certified Financial Planners (CFP ®), Certified Public Accountants, and Attorneys. Working together, we can help your business develop a high-performing 401(k) plan that maximizes the investments of your business, and your employees contributions.
Services for the Investment Management Process:
- Hefren-Tillotson Corporate Services Model 401(k) plan. Use of a model 401(k) plan that is monitored by the Hefren-Tillotson Asset Management team simplifies the process of offering attractive investment options to your employees.
- Regular Meetings with Plan Trustees. Our advisors will lead your retirement plan trustees through responsible plan management with semi-annual meetings addressing investment performance and reviews, as well as mid-year planning to discuss future strategies for plan management.
- Completion of Annual Fiduciary Reviews. We evaluate your retirement plan's investment management process and help you meet your fiduciary duty under the Employee Retirement Income Security Act of 1974 (ERISA) (Pursuant to the guidelines established by the Center for Fiduciary Studies)
- Retirement Plan Scorecard(sm). Objective evaluations on the performance of your plan, including details on employee participation, that can enhance your decision-making and financial project process.
Services for Participant-Focused Management:
- Semi-Annual Needs-Based Employee Education. Helping employees gain a deeper understanding of retirement planning, long-term benefits of plan participation, and asset allocation models in a format that's easy to understand and interactive.
- Hefren-Tillotson Corporate Services Model Portfolio Program(sm). We guide your employees through the asset allocation process based on their risk tolerance and anticipated retirement age.
- Simple and Inspiring Enrollment Plans. For both new and existing employees, we combine education with a streamlined enrollment process that helps them appreciate and take advantage of your retirement plan benefits.
- Hefren-Tillotson Corporate Services SmartSaver Program(sm). Helping employees achieve the maximum benefits of your matching funds by automatically instituting periodic increases in their contributions.
To learn more about our Retirement Plan Management services, contact us for a no-obligation consultation today.
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