Helping plan sponsors rethink their corporate retirement plans.

Having a framework to support informed decision making aligned with fiduciary roles and responsibilities is critical to meeting regulatory requirements and fulfilling participant expectations.

Your organization has specific goals, and your corporate retirement plan should be responsive to those goals. Key considerations, such as corporate structure, business objectives, and cash flow are factors in the decisions related to the appropriate corporate retirement plan design for the business.

In SFI Advisors long history of working with successful retirement plan sponsors we have seen how a strategic approach to fiduciary responsibility can drive improved participant outcomes, help minimize fiduciary risk and supports ability to adapt plan to changing business environment and goals.

Strategic Corporate Retirement Plan Review

Now more than ever plan sponsors are rethinking their corporate retirement plans. SFI Advisors leading Strategic Corporate Retirement Plan Review service provides plan sponsors with a framework to:

  • Assess fiduciary risk
  • Review competitiveness of participant outcomes
  • Coordinate plan resources to maximize results
  • Benchmark your plan
  • Limit liability
  • Achieve your goals

SFI Advisors expertise as employee benefit consultants, investment advisory firm and financial planner uniquely positions us to support each component of a successful corporate retirement plan.

SFI Advisors Strategic Corporate Retirement Plan Review will help you to assess fiduciary risk, review participant outcomes and determine areas for improvement. Reviews include:

  • 401(k) plans
  • Profit sharing plans
  • Pensions and defined benefit plans
  • Employee stock ownership plans
  • 403(b) plans and tax-sheltered annuities
  • 412(i) plans
  • Small business plans
  • Non-qualified retirement plans

Any of above areas of concern can be delivered independently, to support a specific and immediate areas of concern.