If you could create the ideal retirement plan for your company and employees, what would it look like? Overseeing a company retirement plan while ensuring compliance is a full-time job. Our goal is to help take care of the plan so you can take care of your business.
Our experienced team partners with companies to help build an attractive employee benefit plan while helping reduce fiduciary risk and minimize the administrative burden. Using streamlined and responsive digital solutions, your employees will be able to easily navigate their current financial state and make updates while referencing educational materials to help ensure they make the right choices for them.
Ideal Solutions for Your Business
The goal of Savant’s Retirement Plan Services is to simplify the 401(k) process by providing the ideal community and solutions for businesses to thrive. We help mitigate risk and free plan sponsors’ time so they can focus on running their businesses.
Investments & Due Diligence
We design and implement a prudent investment process and manage ongoing due diligence to help reduce your risk. Click here to learn more.
Our team partners with companies to build an attractive employee benefit plan while helping reduce fiduciary risk and minimize the administrative burden. Click here to learn more.
We strive to empower employees to take the lead on their financial future so you can turn your focus to managing your business. Click here to learn more.
Using streamlined digital solutions, plan sponsors and employees can easily navigate their current financial state and make updates easily and intuitively. Click here to learn more.
Retirement Plan Benefits
Mitigation of risk and simplified administration
Investment due diligence
Active oversight with systematic model portfolio rebalancing
Customizable retirement plan design
Business Owner Benefits
A partner who understands business owner needs beyond retirement plans
Plan design developed to meet the needs of your company
Online tools and resources
An engaged workforce to add stability and reduce turnover
Plan Sponsor Benefits
Simplified administration of the retirement plan
Technology-driven robust platform
Delegation of administrative tasks and most of the fiduciary responsibility to Savant
Dedicated team to support plan sponsors and participants
Plan Participant Benefits
Intuitive and responsive technology and portal
Educational materials and financial planning support resources
Participant support services
What are your goals for creating a retirement plan for your business?
Savant is CEFEX certified, meaning we are held to the highest fiduciary standard. What does this mean for you?
CEFEX (Centre for Fiduciary Excellence) is an independent global assessment and certification organization that has conducted a voluntary third-party assessment of Savant’s books and records to evaluate Savant’s adherence to a defined fiduciary standard. CEFEX certification should not be construed as a current or past endorsement of Savant by any of its clients. For more information on CEFEX, please visit www.cefex.org.
Managing a company’s retirement plan can seem intimidating, but thanks to the resources page from Savant Retirement Plan Services, you don’t have to go it alone. Our resources page is chock-full of information and includes a retirement plan glossary, guides, and up-to-date articles.
A 401(k) plan helps attract and retain dedicated employees while also building a secure retirement. As a sponsor, paying close attention to plan details, particularly the fees, is important. In this article, we discuss why fees matter for employer-sponsored plans.
For doctors, dentists, and other medical practitioners who own their practices, it’s no secret that, while they may enjoy incomes well above the average, significant challenges exist with respect to planning for a secure, comfortable retirement.
Since the passage of SECURE 2.0 at the end of 2022, it is likely that many employers are reviewing their plans in anticipation of incorporating some or all of the revisions. This means that it’s probably also a good time to review some basics of non-discrimination testing.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.
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