Retirement Advisory
Custom solutions for retirement plan sponsors.When it comes to setting up and managing retirement plans, NFP can help.
As a plan sponsor, you understand that managing your firm’s retirement plan comes with a long list of complex steps you need to take to stay compliant and competitive. Your plan has to conform to multiple regulations. You need to pay reasonable fees and offer competitive funds, while checking off every fiduciary responsibility box. On top of that, you’ve got to help prepare participants for when they want to retire.
That’s why NFP offers highly personalized solutions designed to help you lower costs, minimize liability and maximize plan value. Our retirement advisory platform features:
Meet your obligations while minimizing risk with support from our comprehensive fiduciaries. We provide ongoing guidance and documentation to keep your plan compliant and well-governed.
Services include:
- ERISA 3(21) and 3(38) investment services.
- Fiduciary Fitness Program™ including our initial fiduciary gap analysis.
- Committee governance and documentation, stored in Fiduciary Briefcase™ platform.
- ERISA education and guidance.
By accessing in-depth analytics and research, your organization can optimize your investment lineup while controlling costs. Our institutional approach brings sophisticated analysis to fund selection and monitoring.
Services include:
- Scorecard System™ for investment analysis.
- Tracks $850 billion+ in retirement assets.
- Evaluates 40,000+ investment options.
- Investment Committee of seven CFA charterholders.
- Governance support.
Maximize value while controlling costs. Our strategic approach to plan design and vendor management is fine tuned for strong return on investment. We leverage proprietary analytics to optimize your plan structure and provider relationships.
Services include:
- Plan design consulting.
- Plan design optimization.
- Provider analysis.
Access sophisticated analysis of target date options to ensure your plan aligns with your participant demographics and DOL guidance. Our process evaluates both custom and off-the-shelf solutions.
Services include:
- Custom analysis, not limited to off-the-shelf solutions.
- Demographic and risk evaluation.
- DOL compliance guidance, including custom TDF risk index analysis.
Through comprehensive education and engagement programs, we help you drive better outcomes for your employees. Our multilingual team is available to provide guidance at every career stage.
Services include:
- Financial wellness/education programs.
- Monthly webinars.
- Bilingual financial education options.
- One-on-one consultations.
- Group education sessions.
- Helpline assistance available to answer questions.
Practice Leaders
Better solutions are closer than you think.
Reach out today to start a conversation about how we can work together to move you forward.
