Higher Ed Retirement Plans

Fears About The Journey:

  • We are understaffed and lack the resources or expertise to navigate the 403(b) landscape.
  • Due to our size we suspect we are overpaying and under served.
  • We know we need to do something, but feel like we can’t afford a fiduciary consultant.

Cheers About The Journey:

  • Our faculty and staff deserve to be rewarded for their tenure with a truly valuable retirement plan benefit.
  • We are excited to take our retirement plan to the next level and put it on par, or above, those offered in the private sector.
  • By offering a competitive, efficient plan, my staff can focus time and energy on other administrative priorities.

Why

Smaller institutions deserve the same treatment and services as the big boys; however lack the buying power and expertise to command attention. That doesn’t seem fair!

How

Implementing a simple, yet comprehensive approach, we are transforming the marketplace.

By uniting with other small institutions, we now have the leverage to go to market and receive the attention we deserve.

What

Click the wheel below to find out what our higher education plans entail.

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investment-analysis plan-design faculty-staff-experience fiduciary-guidance provider-analysis
We work with your retirement plan committee to identify and monitor investment options that may be suitable for your participants.
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We work with plan sponsors to develop a plan design that meets your organization’s unique objectives.
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Our Breakroom experience coaches your faculty and staff toward identifying and implementing appropriate financial behaviors.
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We help plan sponsors navigate their fiduciary requirements and complete the appropriate action steps for compliance.
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We have the experience and tools to confirm your plan’s service providers are delivering the highest quality products and services at the most competitive total plan cost.
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