Helping companies and individuals manage risk is at the core of everything we do. For employers, we help executives and plan sponsors design competitive retirement plans. This includes managing the fiduciary risks, administrative burdens and regulatory requirements that come with offering a robust, competitive retirement plan. Our team is committed to staying up to date on the retirement legislation landscape, such as Employee Retirement Income Security Act (ERISA) amendments and the Setting Every Community Up for Retirement Enhancement (SECURE) Act updates, guiding businesses through changes and ensuring compliance with new laws. As a result, we are always developing innovative, cutting-edge solutions to meet our customers’ needs, such as the new HB Retirement 3(38) Pooled Employer Plan, which streamlines operations and lowers costs for participating employers.
Additionally, we work with plan participants to help them take full advantage of their retirement plan. No matter the size of the retirement plan, employees will have a dedicated advisor to go to with questions or concerns about their accounts. Our team delivers customized financial wellness tools, educational resources as well as one-on-one financial planning consultations to help guide employees through every stage of their career.
When it comes to our wealth management services, we strive to help individuals and families develop a personalized, cohesive investment strategy designed with the goal to protect their wealth from market volatility, provide them with the retirement lifestyle they deserve, and most importantly, save their most valuable asset - time.
With the multitude of retirement plans and investment products currently available, you need exceptional guidance and strategies from independent professionals who focus on your best interests. Learn more about our employer retirement plans, plan participant solutions and wealth management services by exploring the pages below.
