If you feel like your employees aren’t getting the most out of your current employer-sponsored retirement plan, we’re here to help. We understand that not all plans are created equal. In fact, we know individual companies require unique solutions. Our retirement plan advisors are committed to helping you create that customized solution while meeting fiduciary responsibilities at every stage of the process.
Does your current plan offer low cost mutual funds, transparent fees, and diversified investment options? We’ll work together to uncover gaps.
Our advisors work with you to determine your primary needs and objectives, so we can develop the best plan for your current and future employees.
Through our financial planning workshops, we will help to ensure your employees are setup for success, no matter their stage of life.
We’ll examine the state of your current retirement plan and make recommendations to rebuild its framework. An updated plan can help you eliminate 401(k) testing, determine eligibility requirements, attract and retain high-quality employees, and control your overall costs.
You can find more helpful information by accessing our guide on Early Retirement where you can learn what to do if you want to retire in the next few years.
When is the last time you benchmarked your plan against similar ones? Since your employees can choose to evaluate plan fees from other public resources, it’s important to keep them engaged with your employer-sponsored plan. Our advisors will ensure your fees stack up against others in the industry.
Your company retirement plan is complex. We believe having a disciplined investment strategy in place can safeguard you against market volatility.
The role of plan sponsors comes with high fiduciary risk. With our Fiduciary Plan Review, we'll establish a structure for managing your responsibilities. You’ll learn to create, maintain, execute documented processes that mitigate your risk.
Educated employees are more likely to participate in all aspects of your corporate retirement plan. Our financial planning workshops can lead your staff through a process that touches on budgeting, investing, managing expenses, and understanding the components of all their benefits.
There are numerous examples of employer-sponsored plans, such as 401(k)s, defined benefit pension plans, Roth 401(k)s, 403(b)s, Simplified Employee Pension Plans, and Savings Incentive Match Plan for Employees.
Plancorp’s team is experienced, independent, and free from conflict. That means we can present an unbiased, transparent opinion that’s focused solely on ensuring your success.
ERISA Section 3(38) Investment Manager is an investment advisor who assumes sole fiduciary liability for investment selection and investment monitoring.
There are four fees included in retirement plans, and we'll scrutinize each to ensure you’re competitive. They include investment fees, advisor fees, recordkeeper fees, and third party administrator fees.
Our evidence-based investing approach is built on decades of academic research. We believe that a well-grounded, disciplined investment philosophy can reduce the angst of market volatility and help avoid fees that chip away at market performance.
We are only compensated from the fees our clients pay us -- not from the products or services we recommend. This allows us to remain objective.
Our professional team can guide you on other important financial strategies like wealth management, philanthropy, and charitable giving, institutional asset management, exit strategy, and more. For more information, click here.
Plancorp’s team of retirement plan advisors have decades of experience that have solidified their understanding of corporate retirement planning and the importance of plan design. Our advisors are patient, friendly, and committed to helping companies empower their employees when it comes to their retirement planning
New to Plancorp? Meet the team that will help make the most of your wealth.
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