What We Do
Corporate Retirement Plan Clients
We understand that operating a retirement plan for your employees comes with a variety of challenges. Many employers are overwhelmed by what they either know, or don’t know, leaving them with questions and concerns.
- Is our plan still competitive in the marketplace and priced correctly?
- Are the investment options selected and monitored correctly?
- Are we following the processes and procedures in our plan document?
- How much is our vendor/advisor being paid and what are they doing for us?
- Are we personally liable for any unintended mismanagement of the plan?
- Do our employees have access to help with their retirement planning needs?
Unsure of the answers?
It might be time to take another look at your plan.
Fiduciary Investment Services
- Sign on as either 3(21) or 3(38) fiduciary
- Investment Policy Statement (IPS) implementation assistance
- Investment selection & monitoring
- Ongoing investment replacement recommendations
Vendor Management Support
- Vendor due diligence assistance
- Vendor search support & benchmarking
- Vendor liaison
- Total cost analysis
Plan Sponsor Services
- Plan design assistance & document review
- Committee formation support
- Fiduciary Education
- Committee meeting minutes
Participant Services
- Custom communication platform
- Enrollment assistance
- Education (group, 1 on 1, virtual)
- Integrated Financial Wellness
What We Do
Individual Retirement Planning Clients
Our process is to get to know and understand your needs, wants, and long-term goals. We will help you answer some of these very common questions:
- Am I on track to have enough money to retire comfortably?
- Are my investments aligned with my risk tolerance and cash flow needs?
- Should I remain in my company plan or roll to an IRA?
- Am I using the correct tax-strategies for accumulation and distributions?
- What are my Medicare options when I turn 65?
- What is the process of signing up for Medicare and/or Social Security?
Retirement Planning
- Accumulation strategies
- Withdrawal & RMD strategies
- Qualified Plan Rollovers
- ROTH Conversion strategies
- Social Security & Pension analysis
Investment Planning
- Review of current investment allocations
- Investment performance and cost analysis
- Investment recommendations
- Time horizon
- Risk Tolerance analysis
Medicare Planning
For questions regarding your Medicare needs, please contact our MyMedicare Solutions team.
Marc Rohr, QPA
Retirement Plan Advisor
Your MyMedicareSolutions Team
For those needing a resource for Medicare assistance, the MyMedicareSolutions team offers local licensed and Certified Medicare Specialists dedicated to helping you find solutions for your specific situation and provide the best customer service thereafter.
Educating and providing information on Medicare Supplement Plans, Medicare Advantage Plans and Prescription Drug Plans. They also help families, spouses and those who have lost their employer coverage find Individual Health Insurance Plans through the Health Insurance Marketplace.
Your FitLife Benefits Team
Employee Benefit Design is a locally owned, community-based, independent firm specializing in employee benefits since 1997.
The Fit Life Benefits team of advisors collectively brings more than 50 years of experience in creating and servicing customized health and wealth plans to both companies and individuals.
If you have questions regarding any type of group insurance benefit (Health, Life, Disability, Dental, Vision, Supplemental, Voluntary) please click the link below to visit our page regarding these services for you.
Global Retirement Partners
Global Retirement Partners, LLC (GRP), as our Registered Investment Advisory firm, is committed to driving the retirement plan industry forward, providing specialized resources for retirement advisors, and helping to educate plan participants on their options and making informed decisions for their futures. GRP is bringing together experienced retirement plan advisors from across the country to help plan sponsors manage their obligations and provide broad-based benefits while helping individual investors work toward their dreams. GRP’s goal is to service both plan sponsors and individual investors with honest, professional, and informed advice.
GRP provides retirement plan consulting rooted in unbiased advice, a deep understanding of current regulatory environment, and a thorough understanding of each plan sponsor’s and participant’s needs. GRP employs comprehensive retirement planning technology and analytics to address client needs. A day in and day out commitment to plan sponsors, retirement planning, advisors, plan participants, and innovation drives GRP.
LPL/LPL Retirement Partners
LPL Financial
LPL Financial, our primary custodian, is a leader in the retail financial advice market and the nation’s largest independent broker-dealer. LPL delivers an integrated technology platform, the expertise of retirement industry professionals, and the tools and investment management resources that help enable retirement plan advisors to build and grow thriving practices. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide can rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
LPL Retirement Partners
LPL Retirement Partners is the retirement plan-focused division of LPL Financial. Through its integrated business platform and their team of retirement industry experts, LPL Retirement Partners supports the operational and practice management needs of retirement plan advisors who offer retirement plan services to plan sponsors and their employees.