Broker Check

Business Retirement Plan Services

For business owners and their employees

At Fidelis Wealth Management we recognize the importance of an appropriate retirement plan program to help recruit and retain top employees, promote job satisfaction and build employee loyalty and goodwill.

We also realize that, like most employers, you may need information and help in addressing concerns about administering the plan, handling fiduciary responsibilities and keeping the plan relevant to employees´ needs. Monitoring investments, staying on top of legislative changes, carrying out day-to-day administrative tasks and providing plan participant support and education can be very challenging.

If you already have a program in place, we can help you determine its effectiveness in providing a valuable and competitive benefit for your employees.

If you are looking to establish a plan, we can take the time to work with you to understand and evaluate your business requirements, and assess the various types of retirement plan programs that may be appropriate for you. Most of these programs bundle such services as investments, participant recordkeeping, trust services and plan administration.

We can work with you to:

  • Identify and help you understand your retirement plan program needs.
  • Propose programs and solutions for your consideration and review.
  • Implement the program you have selected.
  • Help you review your plan´s investments to help assure that they continue to work toward your expectations and those of your employees.

To make sure your retirement plan program is established properly and continues to run smoothly, Fidelis Wealth Management Retirement Plan Services include:

    • Review current plan cost parameters to determine if the plan still meets company needs and objectives.
    • Strive to increase plan participation by enrolling newly eligible employees, and providing financial education, and auto-solutions for all participants.
    • Meet regularly with participants to provide general education about asset allocation.

Contact Fidelis Wealth Management for your complimentary review and learn how we may help you better position your company retirement plan to work toward your personal and company goals.

Asset allocation does not ensure a profit or protect against a loss.