Retirement Plan Advisory Services

Retirement Planning Wisconsin
Retirement Plan Advisory Services

As an employer, you already understand the tremendous responsibility that comes with overseeing your corporate retirement plan. Ongoing issues involving investment line-up selection and analysis as well as employee education are not only complex, but time consuming. Add to that your fiduciary responsibility and it’s no wonder you need an expert partner to help.

At Bronfman E.L. Rothschild, our specialized retirement plan team focuses on plan design, implementation and fund selection for 401(k), profit sharing, 403(b) and other retirement plans. We are independent and objective, fully disclose and mitigate conflicts of interest, and are eager to act solely on your behalf. As a result, you enjoy complete openness and full disclosure of our business practices, fees, and investment strategies.

Among the most important advantages we provide our clients is our support in alleviating plan sponsor liabilities.  As an ERISA 3(38) Investment Manager, we help you fulfill your responsibilities while protecting you from potential liabilities. We assume responsibility for selecting and monitoring the investment options available to your plan. While many other service providers offer a more limited advisory fiduciary role if any at all, our team provides discretionary management and investment advisory services. Guided by our Investment Policy Statement, we monitor the investment lineups and performance and make appropriate changes or recommendations.

In addition to meeting with your company leadership to handle all of the plan design, fiduciary and compliance issues, the Bronfman E.L. Rothschild team will work with you to develop the most effective way to engage your participants.  This may include meeting regularly with participants as a group to explain all aspects of the plan, and to answer any questions. We can also meet one-on-one with any individual participants seeking guidance as they make decisions regarding risk tolerance, diversification, asset allocation and retirement distribution strategies. In short, we ensure that your employees understand the benefits of the retirement plan you have provided, and know how to get the most out of it.

You can view and download a brochure with more details on our Retirement Plan Consulting Services by clicking here.