Retirement Plan Consulting

Corporate retirement plans provide companies with a means to attract and keep talent. They are also a tool for increasing brand identity and boosting profit margins. Including retirement plans in your benefits package that meet company and employee needs can be challenging. Eukles is here to help.

Understanding Corporate Retirement Plan Consulting

Corporate retirement plan consultants provide employers with tools to deliver retirement benefits to employees that align with company goals using short- and long-term strategies. Consultants also educate employees, helping them choose a plan that supports them in achieving their retirement goals.

Partnering With Eukles

When you partner with us for corporate retirement plan consulting, we work with you to:

• Prepare an Investment Policy Statement
• Review ERISA fiduciary requirements
• Establish a diversified investment lineup
• Monitor fund performance
• Prepare for compliance reviews

We also meet with every participant to ensure they have the tools they need to live the retirement they envision. We believe that your corporate retirement plan’s success rests on empowering your employees to make informed decisions.

Getting Started With Corporate Retirement Consulting

The Eukles Wealth Management team has more than 30 years of experience in corporate retirement consulting. We can assist you in providing solid retirement benefits for your employees. Get in touch with us today to schedule a free consultation.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations