Savant Wealth Management

Company Retirement Plan Services

Employee Benefit Plans for Your Business

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.

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Schedule a No-Obligation Introductory Call

Ideal Community and 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.

Delegation

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.

Employee Education

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.

Technology-Driven Platform

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.

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Plan Design for the Business Owner’s Goals

Your retirement plan design should be consistent with your business philosophy, meet your goals’ criteria, and create tax-efficient outcomes. Advantages can include wealth building for owners, tax-deductible contributions, and increased employee retention and satisfaction. We quickly realized that “one-size-fits-all” plans simply don’t work. Often there are significant differences among employee groups, so we incorporated best plan design practices that are designed to help enable you to address a host of unique constituent needs and preferences.

The plan design can include features like professionally managed portfolios, automatic rebalancing, and auto-enrollment and auto-escalation options. This helps break through negative behaviors and can potentially improve your participants’ probability of retirement success.

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Valued Benefits of Retirement Plans

 

Business Benefits

  • Mitigation of risk and simplified administration
  • Investment due diligence
  • Active oversight with systematic model portfolio rebalancing
  • Customizable retirement plan design
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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
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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
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Plan Participant Benefits

  • Intuitive and responsive technology and portal
  • Educational materials and financial planning support resources
  • Participant support services
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What are your goals for creating a retirement plan for your business?

  • Traditional 401(k)
  • Roth 401(k)
  • Safe Harbor 401(k)
  • Cash Balance Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
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What Can CEFEX Do for You?

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.

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.