We understand the responsibility plan sponsors have in designing attractive retirement options for employees. Plans need to be competitive and cost effective in order to attract and retain key staff.
At Smith Brothers, we customize our services to the needs of each client, recognizing that each institution has their own unique qualities. In our practice, we regularly help plan sponsors to:
We provide extensive education for you and your employees on all available investment choices within your plan. We appreciate that organizations have unique cultures reflected in their employee populations, and we strive to develop the appropriate educational programs to fit the learning needs of personnel.
Our clients benefit knowing the retirement plan we design seeks to not only meet their fiduciary obligations but will also prepare employees in securing their financial future.