Retirement Plan Services
Our commitment is to provide the highest standard of care to our clients. We strive to build trusting relationships and strategic partnerships that support our clients through every step of the retirement plan journey.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Fiduciary Guidance
With the growing number of 401(k) lawsuits, increased litigation, ever evolving rules and complexity of regulations, it is important to have a retirement plan specialist that can help you meet your fiduciary duties.
The prudent selection of a Fiduciary is designed to focus on proper plan management and operation, thereby protecting the plan sponsor from future liability and expense.
OneGroup Retirement Advisors' fiduciary capacity:
- ERISA Section 3(21) Investment Advisor for Investment Advice
- ERISA Section 3(38) Investment Manager for Discretionary Management
Participant Engagement & Education
Helping your employees take control of their financial lives is a win-win.
We strive to reduce financial stress by providing education and resources that help your employees feel confident about their savings goals and, ultimately, their retirement futures.
Investment Strategy
We can help you build an investment strategy that fits the unique objectives of your company and employees.
- Our process helps guide investment decisions and strives to protect the investment committee.
- We assist you in selecting a competitive list of investments that align with the needs of your employees.
- As we periodically review your fund offerings, we will benchmark investment performance and expenses.
Vendor Relationships
In order to keep your plan running smoothly, you rely on the support of service providers. However, not all providers are created equal. We help our clients evaluate their current service providers, the tools and technology they offer and the value they bring.
Plan Design Education
Whether you need a plan designed to maximize contributions, increase participation or satisfy testing requirements, you need to understand the basics of plan design and be able to evaluate your plan based on your company's specific goals. Working
with a knowledgeable advisor can help.