Business Retirement Plan Solutions
Retirement plans and services tailored for businesses of all sizes.
Marshall+Sterling Wealth Advisors is dedicated to guiding employers and supporting employees on their journey to financial wellness. We provide comprehensive services that include plan design, employee education, strategic advisory, and compliance.
One of the keys to success is crafting the best plan.
We offer comprehensive retirement plan services including, but not limited to, initial plan design, creating a fund lineup, holding employee enrollment sessions, review and design of your required Investment Policy Statement, monitoring Department of Labor and IRS law changes, and ongoing employee education seminars and advice including direct access to wealth advisors via phone or email.
As retirement plans generate a lot of documentation, and finding what you need quickly can be troublesome, we additionally offer access to a Fiduciary Vault, which is a centralized virtual location where you can access important plan information such as plan reviews, investment monitoring reports, benchmarking data, fee analysis, and more.
Stress testing your retirement plan.
Your retirement plan’s ultimate goal is to help your employees reach a state of retirement readiness. As a plan sponsor, you value your employees and want to see them face retirement with confidence, not concerns. Do you know how they’re doing?
Contact us to learn more about our complimentary Retirement Plan Stress Test to obtain a precise picture of your current plan’s overall health as compared to a carefully chosen group of your organization’s peers. We will let you know how your plan is doing and what steps might be necessary to improve your plan’s overall health.
Helping you manage your retirement plan investment responsibilities.
Our advisors are equipped to efficiently gather the required data and provide the necessary investment oversight for your plan. Not only are they investment and retirement specialists, they have access to a myriad of resources that help them help you.
Our wealth advisors will help to ensure your plan’s investment options meet the Investment Policy Statement objectives, document the analysis and any decisions or actions arising from the reviews, and will schedule formal reviews based on the timing appropriate for your plan.
Contact us today to inquire about any of the above service offerings.
We’re here to help you reach your financial goals.
Learn how Marshall+Sterling Wealth Advisors can support you in achieving and protecting what matters most. Reach out to us today to learn more.
Other solutions from Marshall+Sterling.
Business Insurance
Marshall+Sterling can help you analyze and assess your risk, delivering custom solutions to help you protect your business.
Personal Insurance
Whether for your home, auto, RV, or life and health, we have solutions to protect you from whatever life throws your way.
Employee Health and Benefits
We provide our clients with a wide array of choices for cost-competitive programs throughout the insurance industry.
Equine, Farm, and Ranch Insurance
Our Equine Division specializes in personalized plans that encompass a full range of equine, farm, and ranch insurance coverage.
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