Company Plans

Sponsored Retirement Plans

As a sponsor of a qualified retirement plan, you are aware that employer plans are falling under increasingly intense scrutiny from both regulatory bodies and the employees who participate in the plans. With ongoing developments in the retirement plan industry, it’s becoming increasingly challenging for companies like yours to manage the complexities of your employee plans. 

Now more than ever, it’s especially important that you have the right partner to help ensure that you understand and can manage the full scope of your fiduciary responsibilities, as well as the potential for liability.

At Enterprise Wealth Services, we can share much of your fiduciary obligation. We have the specialized knowledge and experience to help you maximize your protection against risks and liabilities and keep your company’s plan on course. We can do this by:

• Assessing plan provider services and fees

• Helping you understand the difference between education and advice, at both the plan and participant levels

• Reviewing and implementing ongoing processes to fulfill basic fiduciary duties, including the development and maintenance of an Investment Policy Statement

• Providing customized employee education

We also provide a full spectrum of retirement plan consulting services—from helping you stay current on regulatory developments to selecting and monitoring investments—and we can work with you in whatever capacity makes sense for your company.