401(k) Plan Sponsors/Trustees:

Building an attractive work environment means providing competitive benefits packages for your employees. However, employer-sponsored retirement plans can be demanding, as they entail fiduciary responsibilities, investment selections, record keeping, distributions and employee education, among other tasks.

SPFA advisors work directly with employers/plan committees to address ongoing responsibilities, and to support plan sponsors/trustees fulfilling fiduciary requirements.   

Take advantage of SPFA’s corporate retirement planning to simplify your life:

  • Evaluation of current 401k plan
  • Assistance in plan design and improvement
  • Creation of your firm’s Investment Policy Statement
  • Design and monitoring of investment selections
  • Benchmarks comparisons for plan cost and efficiency
  • Access to up-to-date information on regulatory changes
  • Facilitate employee-enrollment meetings and on-site education workshops