Retirement Planning Services
Retirement Plan Advisors
Working closely with our team to overcome the complexities of retirement planning allows businesses to be confident in their future. Our retirement plan advisors provide the guidance needed for a fulfilling retirement with financial security.
Retirement Planning Services & Solutions
Corporate Retirement Plans
- Design tailored corporate retirement plans
- Focus on enhancing employees’ long-term financial security
- Align retirement plans with the goals of both the company and its workforce
- Provide comprehensive solutions for a balanced and sustainable retirement strategy
Employee Education Services
- Provide employee education services focused on financial literacy
- Review highlights, investment options, tools from recordkeeper, around enrollment periods
Fiduciary Consulting Services
- Support responsible and informed fiduciary practices within organizations
- Ensure the highest level of care, integrity, and compliance in all decisions
- Support responsible and informed fiduciary practices within organizations
Investment Architecture Services
- Develop and manage portfolios tailored to long-term financial goals
- Utilize the latest market insights to inform investment decisions
- Apply advanced strategies for optimized portfolio performance
- Provide effective solutions aimed at achieving sustainable financial growth
What To Expect With
SIMA Retirement Team
Initial Consultation:
- Deep Business Insight: We work to fully understand the unique needs of the business.
- Comprehensive Review: We deliver effective, personalized plans.
Discuss Your Options:
- Plan Implementation: After selecting the right plan, we move forward with a structured implementation process.
- Collaborative Approach: We work closely with business teams to ensure clear communication and collaboration throughout the process.
Transition and Implement:
Seamless Onboarding: Our focus is on making the retirement plan onboarding process smooth, minimizing disruptions to business operations.
Execute and Monitor:
- Fiduciary Support: We guide businesses through the legal responsibilities.
- Commitment to Plan Success: Our mission is to support the overall and growth of each retirement plan.
FAQs
SIMA Retirement Solutions provides personalized, independent expertise to help businesses design and manage the right retirement plan for their team.
A 3(21) fiduciary, as defined by ERISA, manages or advises on a retirement plan’s assets. Our team has the ability and expertise to effectively fulfill this role for your company.
Corporate retirement plans typically involve investment, advisor, recordkeeper, and third-party administrator fees, which we evaluate to ensure your plan is cost-efficient and competitive.
We work with businesses of all sizes and industries, tailoring our services to meet the specific needs of both small and large enterprises.
We assess your retirement plan fees using benchmarks to ensure you’re paying the appropriate amount, and we offer free consultations to help you evaluate your plan costs.
We offer a range of financial services, including wealth management, fiduciary consulting, and employee education; for more details, click here.
Let Our Retirement Plan Advisors Guide Your Plan
Contact SIMA Retirement Solutions to get started with your consultation. Our experience and expertise will help your company provide a secure and solid financial future for your team.
