A Partner in Retirement Planning
A Partner in Retirement Planning. An effective way to reward employees’ commitment to your business is to help them plan for their personal financial goals including retirement. Hefren-Tillotson's Corporate Services division offers businesses the opportunity to maximize the performance of 401(k) plans for their employees.
Our 401(k) Enhanced Service Package™ is unique, addressing both the employer's challenges of responsible capital management and the employee's need to make informed, responsible decisions. 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. We can help your business develop a high-performing 401(k) plan that maximizes the investments of your business, and your employee’s contributions.
Services for the Investment Management Process:
- Hefren-Tillotson Corporate Services Model 401(k) plan. Hefren-Tillotson Asset Management team simplifies the process of offering attractive investment options to your employees.
- Regular Meetings with Plan Trustees. We will lead your retirement plan trustees through semi-annual meetings addressing investment performance and reviews as well as mid-year planning to discuss future investment strategy.
- Completion of Annual Fiduciary Reviews. We evaluate your retirement plan 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.™Objective evaluations on the performance of your plan including details on employee participation that can enhance your 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.
- Hefren-Tillotson Corporate Services Model Portfolio Program.™ We guide your employees through the asset allocation process based on their risk tolerance and anticipated retirement age.
- Simple and Inspiring Enrollment Plans. We combine education with a streamlined enrollment process that helps employees appreciate and take advantage of your retirement plan benefits.
- Hefren-Tillotson Corporate Services SmartSaver Program.™ 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 to schedule a no-obligation consultation.