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.
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