Corporate and Not-for-Profit Retirement Plans 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:Manage costsChoose optimal services based on business dynamicsHold third parties accountablePrepare for regulatory changeUnderstand prudent proceduresFormalize, benchmark and evaluate available service providers and investment options 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. Retirement Planning Plan Design ConsultingFiduciary Oversight & Risk ManagementInvestment Policy StatementsInvestment Menu Design & MonitoringCustomized Employee Education ServicesSelective Executive Retirement Plan Retirement Plan Audit Name all Fiduciaries and Quantify their LiabilityDefine the roles of all plan related partiesProvide comments on Plan DesignDetermine Possible Dangers with Plan OperationsReview the Investment Policy StatementConduct an Investment Menu AnalysisBenchmark Fees paid by the planBreakdown the Education Plan Contact Smith Brothers Financial today at 860-430-3293 to manage your retirement plan dollars and to ensure your fiduciary responsibility to your employees is met.