We provide access to a full range of quality recordkeeping platforms and investment solutions, and can assist you with selecting the plan that’s most appropriate for your needs:
- 401(k) plans
- 403(b) plans
- Profit Sharing (Traditional or New Comparability) Plans
- Defined Benefit (Traditional or Cash Balance) Plans
Our Approach
Strategic Assessment
- An interactive discovery process in order to design a plan tailored to your organization’s goals
Service Provider Solutions
- Selection and review process that balances high-quality services with reasonable fees
Participant Communication Solutions
- Education strategy designed for positive participant engagement and favorable outcomes at retirement
Investment Solutions
- Fund selection and monitoring process to create and maintain a well-designed menu
Ongoing Service Solutions
- Relationship management and consulting for continued plan success
Contact us today to discuss how we can help you fulfill your business retirement plan needs.
Investment solutions, including plan-level investment advice, are only offered as part of an investment advisory relationship as described in the Janney Advisory Agreement.
