SERVICE OVERVIEW

Retirement Plan Advisors

Build a Retirement Plan That’s Right for Your Employees

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.

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Assess Current Plan

Does your current plan offer low cost mutual funds, transparent fees, and diversified investment options? We’ll work together to uncover gaps.

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Design a Custom Plan

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.

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Educate Employees

Through our financial planning workshops, we will help to ensure your employees are setup for success, no matter their stage of life.

What We Offer

  • Retirement Plan Design
  • Reasonable Fees
  • Disciplined Investment Strategy
  • Fiduciary Reviews
  • Employee Engagement

Retirement Plan Design

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.

Reasonable Fees

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.

Disciplined Investment Strategy

Your company retirement plan is complex. We believe having a disciplined investment strategy in place can safeguard you against market volatility.

Fiduciary Reviews

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.

Employee Engagement

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.

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Download Plancorp’s Retirement Plan Advisors Brochure

Frequently Asked Questions

What are the different types of corporate retirement plans?

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.

Why should I work with Plancorp to create my corporate plan?

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.

What does an ERISA Section 3(38) Investment Manager do?

ERISA Section 3(38) Investment Manager is an investment advisor who assumes sole fiduciary liability for investment selection and investment monitoring.

What fees will you look at to make sure my 401(k) plan is reasonable?

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.

What is evidence-based investing?

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.

How do you get paid at Plancorp?

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.

What other financial services do you provide?

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.

Your Team

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

Matt Baisden, CFA, QKA, AIF®

Director of Retirement Plan Advising

Becky Bone, QKA, AIF®

RPA Relationship Manager

Susan Conrad, AIF®

Chief Growth Officer

John Kiely

RPA Account Manager

Schedule a Call With a Wealth Manager to Get Started

New to Plancorp? Meet the team that will help make the most of your wealth.

Schedule Your Discovery Call

St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | Contact Us

CEFEX: Centre For Fiduciary Excellence ZAG: Active Oversight / Proactive Advice

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