Savant Wealth Management

Company Retirement Plan Services

Empowering Employees’ Financial Futures

Overseeing a company retirement plan while ensuring compliance is a full-time job. We’re here to take care of the plan so you can take care of 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.

Our experienced team partners with companies to 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 ensure they make the right choices for them.

By implementing a less complicated process and empowering employees to take the lead on their financial future, you can turn your focus to management and be confident that your employees are in good hands.

Retirement Plans

Schedule a No-Obligation Introductory Call

The Value of Our Ideal 401(k) Plan

Benefits to Your Business
  • Mitigation of risk and simplified administration determined by the needs of the plan sponsor
  • Investment due diligence
  • Active oversight with systematic model portfolio rebalancing
  • Customizable retirement plan design

Learn more about tax advisory and preparation for your business.

Benefits to Plan Sponsors
  • Simplified administration of the retirement plan
  • Technology-driven robust platform with easy access to account information
  • Delegation of administrative tasks and most of the fiduciary responsibility to Savant
  • Dedicated team to support plan sponsors and participants

Learn more about our accounting and consulting services and how they can help.

Benefits to Business Owners
  • 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 adds stability and reduces turnover

Learn more about comprehensive wealth management and financial planning for business owners.

Benefits to Participants
  • Intuitive and responsive technology and portal
  • Educational materials and financial planning support resources
  • 24/7 customer support

Learn more about our financial planning services to plan your future.

Grey Tan Spotlight

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.

Putting the Client First

  • CEFEX certified
  • Design and implementation of a prudent process
  • Manage ongoing due diligence including all compliance, documentation, and important legal matters

Easy-to-Use and Easy-to-Understand Technology

  • Daily valuation of participant accounts as well as daily process and reconciliation of account activity
  • Streamlined payroll submission
  • Automated Funding Request process
  • On-demand availability of plan-level reports

Less Burden and More Engagement

  • Initial consultation to understand the needs of your plan
  • Continuous dialogue and improvement to ensure your plan works for you and your employees
  • We manage the selection and monitoring of your funds for you
  • No proprietary funds
  • Sound investment philosophy

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.