Company Retirement Plans: Due Diligence
Active Oversight and Investment Due Diligence
Savant Retirement Plan Services designs and implements a prudent investment process and manages ongoing due diligence to help reduce your risk and help keep your retirement plan on track with less burden and more engagement.
For the business owner, we start with an initial consultation to understand the needs of your plan. We employ ongoing dialogue and improvement to ensure your plan works for you and your employees. We manage the investment selection and monitor your funds for you. We never use proprietary funds and use our evidence-based approach that is backed by research.
Whether your employees are well-versed in investments or just getting started, Savant Retirement Plan Services can help provide the support they need to pursue their retirement goals. We offer a variety of investment options designed to meet the needs of employees at all levels of investment knowledge and comfort. During one-on-one meetings, we’ll discuss each employee’s investment knowledge and their goals for retirement. Based on this information, we’ll develop a personalized plan for each employee, providing them with the resources and support they need, whether your employees are looking for guidance on choosing investments or simply need someone to answer their questions.