Retirement Plan Services
Plan success requires more than just a traditional suite of advisory services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.
| Participant Education We step away from the traditional service model and go further. We survey the employee population and build education models around the financial literacy of the group as a whole. | Fee Benchmarking Using multiple benchmarking solutions, we provide employers comprehensive reporting to cut through the confusion and frustration of selecting and monitoring retirement plan providers. |
Employee Financial Wellness and Planning Through a combination of group meetings, individual employee meetings, we help employee establish a financial baseline. In subsequent meeting we review with them one-on-one retirement projections, cash flow and debit analysis. | Investment Selection and Monitoring The selection and monitoring of your retirement plan assets is a fiduciary process that requires a well-designed and well-documented process. We design your investment policy statement and implement your investment menu. |
Northshire works through each process objectively, with no affiliation to a broker-dealer, specific recordkeeper, third-party administrator, or mutual fund family. We are in a position to work entirely free from conflicts.