We provide access to a full range of quality recordkeeping platforms and investment solutions and can help you identify the plan design that best aligns with your organization’s objectives:
- 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 focused on understanding your organization’s goals, workforce demographics, and plan objectives to support a tailored plan design.
Service Provider Solutions
A disciplined selection and review process that balances high-quality service, with operational efficiency and competitive fees.
Participant Communication Solutions
An education and engagement strategy designed to encourage participation, promote informed decision-making, and support positive retirement outcomes.
Investment Solutions
A structured fund selection and monitoring process aimed at maintaining a well-designed, diversified menu.
Ongoing Service Solutions
Dedicated relationship management and ongoing consulting to help ensure continued plan effectiveness and long-term success.
Contact us today to discuss how we can support your business retirement plan objectives and help you deliver meaningful benefits to your employees.
Investment solutions, including plan-level investment advice, are only offered as part of an investment advisory relationship as described in the Janney Advisory Agreement.
