Company Retirement Plans

Bringing It All Together

Structuring and maintaining a company retirement plan while ensuring compliance with all governing laws and regulations is a full-time job. And most times it’s an additional responsibility on top of your day job.

While fiduciary duty should be a principal focus, as the plan sponsor you may not have the time or in-depth knowledge to meet the requirements that regulatory bodies require.

Our experienced team works together with companies to build an attractive benefit plan for employees while helping reduce fiduciary risk and minimize the administrative burden. With a less complicated process, we believe you’ll have the capacity to focus on running your business while knowing that your employees are in good hands to help build their ideal retirement.

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Ideal 401K Plans

Optimal Plan Design

Initial consultation to understand the needs of your plan
Designing the plan to meet those needs
Ongoing discussions to ensure your plan continues to work for you and your employees

Fiduciary Governance

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

Participant Engagement

Group and one-on-one educational meetings
Online tools and materials
Online account access

Investment Due Diligence and Management

We manage the selection and monitoring of your funds for you
No proprietary funds
Sound investment philosophy

How You Benefit

Less Complex Client Service

We work with you to design a plan that meets your needs
We provide a streamlined conversion process
We have a dedicated team with one point of contact focused on your plan’s success

Less Risk Through Fiduciary Mitigation and Investment Due Diligence

We design and implement a prudent investment process and manage ongoing due diligence
We provide education and investment consulting at both the plan and participant level
We take on the fiduciary responsibility for the administration of your plan

Less Burden with Simplified Plan Administration

We manage all of the compliance complexities, documentation, and important legal matters pertaining to your plan

More Employee Engagement

Auto-enrollment
Auto-rebalancing
Customized participant enrollment packets
Risk assessment and guidance tools
Easy online account access
Online participant success blog
Employee education group and/or one-on-one meetings
Written and online education and enrollment materials

Fiduciary Excellence

We are CEFEX certified as Investment Steward, Investment Advisor, and Plan Administrator under ERISA 3(16). The Centre for Fiduciary Excellence (CEFEX) is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.

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.

Why a CEFEX Certification is Important

We follow a fiduciary standard
We voluntarily undertake annual independent audits
We adhere to an industry standard of best practices
We position ourselves as a trusted advisor

Why a CEFEX Certification Matters

We place our clients’ interests first
We have structured processes in place
We stand by being transparent and accountable
We foster a culture of continuous improvement