Beyond being your most trusted advisor, we offer you and your employees additional personal services, simple enrollments options, and ongoing touchpoints to make the most of your retirement options.

Financial Security for Workers

Workers and their families deserve the peace of mind that comes with personal financial security.

Quality Products for Empoyers

Employers deserve competitive, cost effective benefits that attract and retain the best employees.

Effective Client Partnerships

Through effective client partnerships, we can help turn those beliefs into reality for the many people who work hard to make our region a better place to live.

A good plan makes all the difference.

Offer your employees the retirement plans they’re looking for to satisfy their own personal retirement goals.

Regularly review and update your retirement plan to drive optimal performance and maximum participation.

Ensure that you meet your requirements under the Employee Retirement Income Security Act of 1974 (ERISA) through ongoing reviews.

Work with you to plan and implement long-term strategies that provide maximum value for your retirement benefit investment.

Plan Sponsor Services
  • Manage Fiduciary Liability

  • Work with you to find the best recordkeeper, TPA, or bundled solution to suit your organization

  • Accept status of ERISA 3(21) Investment Fiduciary – unbiased, fee-based advice in the best interest of your Plan participants

  • Investment selection and monitoring including recommendations for changes to the investment menu, and annual updates to the Investment Policy Statement

  • Negotiate costs with all providers based on ongoing, regular fee benchmarking

  • Retirement Plan Scorecard to track participation and deferral trends, and to focus employee communication on the specific needs of your organization

Participant Engagement
  • Ongoing education and assistance (group and individual) to ensure participants understand, value, and utilize the Plan to suit their personal retirement needs

  • Investment education

  • Financial Wellness topics

  • Retirement Readiness, including tools like Automatic Enrollment & Increases, or our Smart Saver program

  • Transition employees to retirement

Take the first step for your company.

Meet with a Hefren-Tillotson advisor to design a Corporate Retirement Plan that fits your needs and the needs of your employees.

What can we help you find?